Empowering Entrepreneurs and SMBs
Small to Medium Business Owners

Hi, my name is Daniel Bishop. My job is to help you make hard financial and business decisions, without the pressure.
I don’t sell financial products. I don’t earn commissions. You pay me for objective, professional advice, and that’s it.

That means my only focus is helping you make the best choices for your life. Whether that’s navigating a big business decision, planning your future, or just getting organized and confident with your finances.

Pure Advice Why It Matters to You:
Financial planning isn’t about beating the market. It’s about aligning your money with your life; family, values, goals, business, and purpose.
Business planning is really about aligning your resources to build what you envision, not getting a loan at a bank.

• No shame, no blame, no games...
  just acceptance and support without judgement (unconditional positive regard).

• You’ll never have to wonder if the advice is biased.
  Our advisors know their own money scripts, biases, and values:
  so they can make sure to keep their values and judgments of your plans and advice.

• You’re not punished by paying extra because you saved more.
  You pay a fixed price for planning, just like a subscription or a project.

• You can get the expert help you need, when you need it.
  We can probably do it, if not we have a wide network of professional subject matter experts we collaborate with.

• You'll know exactly what you need to do next.
  Get clear next steps, even when things feel complex or emotional.

  Understand how your business, wealth, and life all connect.

  Uncover the key hidden levers in your finances to build real value

Financial Clarity ⬡ Confidence ⬡ Connections ⬢

Why We Strive For Pure Advice

Transparency of Value: You know what you are getting

• Get clear next steps, even when things feel complex or emotional.

• Understand how your business, wealth, and life all connect.

• Uncover the key hidden levers in your finances to build real value.

• Make decisions with clarity & confidence, not confusion.

• Have a planning process that adapts to you, not static "copywork" that worked for someone else.

• Get in the Drivers seat with more control, better options, and real direction.

Pure Advice Means: Your Advice for your Values

• Our advisors know their own money scripts, biases, and values:
  so they can make sure to keep their values and judgments of your plans and advice.

• You’re paying for advice- not products.

• We don’t sell investments, insurance, or anything else.

• That means no commissions, no sales pressure, no hidden incentives.

• You get guidance that puts you, your values, and your goals first.

Flat Fee Means: You Know the Cost Upfront

• You pay a fixed price for planning, just like a subscription or a project.

• It’s not based on how much money you have, or AUM.

• You’re not charged more just because your investments grow.

• You get cost transparency and financial clarity.

Hourly Option Means: You Only Pay for What You Need

• You can get help on a specific issue without committing to the full scope of what's possible

• Like hiring an Accountant/ CPA, Attorney, or Estate Planner- just for financial planning.

• Whether you need help once or on an ongoing basis, you're never locked into a long-term commitment.

• You stay in control of your time, money, and scope.

What I Believe About Money, Life, and Real Advice

1. Your Desires Are Infinite. Your Resources Are Not.

As humans, we want everything—all at once.
Freedom, security, success, purpose, adventure, peace, new toys.
We dream big, and we dream often.

But reality has limits.
Your time, money, energy, talents, and mind space are finite.
That’s just part of being human in a real world.

So life becomes a series of tradeoffs.
Every “yes” to one thing is a “no” to something else.
And the real challenge?
Choosing with clarity.
Aligning your decisions to what truly matters.

This is not just economics—it’s your life.

2. Planning Is Not a Report. It’s a Process.

Financial planning is not a 100-page PDF.
That’s just an information artifact that is detailing a snapshot in time.
Some financial advisors treat it like a product to sell.
But a glossy report isn’t planning. It’s packaging.

True financial planning is the act of thinking clearly and objectively about your life.
It’s solving real problems with real tools.
It's a reasonable, objective level of certainty... while preparing for the uncertainty left over.
It’s asking:
What do you want? What matters most? What’s worth trading for?

Then it’s putting that plan in a form you can see and use.
a napkin sketch, a one-pager, a video recap, a signed note, etc
Something you will use - and your advisor would stand behind in front of a judge, your mother, or a stadium full of people.

Because real advice is honest and pure.
Pure advice is clear, because clear is kind.
It’s nothing to hide from.
It’s a commitment to you and what’s in your best interest.

3. Planning Is Not About Products. It’s About Possibility.

You don’t need more complexity.
You do need the sophistication of simplicity.
You need confidence.

The goal of planning isn’t to sell you something—it’s to free you to live well.
To focus on what matters.
To align your resources with your values, and your actions with your goals.

It’s not about maximizing everything.
It’s about optimizing what matters most—to you.

4. Transparent Client Value and Pricing

We believe the value of financial advice should be crystal clear—not just in dollars, but in results, clarity, and confidence.

You should always understand exactly what you’re paying—and what you’re getting in return.

That’s why our pricing is transparent, straightforward, and completely free from hidden agendas. No commissions. No product sales. No back-end incentives. Just professional, client-centered advice.

You're not paying for a binder full of charts. You're investing in the ability to make better decisions with more clarity, less stress, and stronger alignment to your goals and values.

Real value is measured in how your life improves:

How much your net worth is improving.

How much time and energy you save

How much better you sleep at night

How much progress you make toward what matters most

How confident you feel about your future

How we are present FOR you, not just presenting to you

We focus on delivering value you can feel and see, not just the calculations on paper.

We price our services according to the problems we help you solve, the decisions we help you make- not on how much money you have, how much money you make, or how well the market is doing.

Because when you understand the value, the price becomes a bargain.

And when the advice is truly in your best interest, it’s worth every penny.

5. Human Flourishing

The smallest minority is the individual; but the greatest changes comes from individuals being more free.
Every meaningful change in history, business, families, and communities started with one person... one mind thinking clearly, one voice speaking truth, one decision made with courage.

The individual is the smallest minority, yet the source of the greatest transformation, innovation, and purpose

That’s why we don’t believe in cookie-cutter advice or one-size-fits-all plans.

We believe in meeting each person where they are, with respect for their unique values, circumstances, and goals.

Because when one person gains clarity, direction, and confidence, the ripple effect is real—through their business, their family, their community, and generations to come.

Empowering the individual isn’t just personal.
It’s powerful.
And it’s how real change begins.

6. It’s Your Life. Own It. Plan It. Live It.

Financial planning isn’t just for the wealthy.
It’s for anyone who wants to live with intention.

You don’t need to have it all figured out.
You just need to be willing to start asking the right questions.
And working with someone who knows how to help you think, not just sell.

We believe in planning that’s clear, honest, flexible, and human.
Because your life deserves more than a sales pitch.

It deserves a plan you believe in, so it has to be centered on your life.

Daniel Bishop

Father, Husband, Son... who loves Real Financial Planning and authentic, clear advice- because he loves people living their best life.

Get in Touch with Us

We’re here to support your financial journey. Reach out today.