I spent nearly a decade in the high-net-worth divisions of two of the largest financial institutions in the country before joining Moment. I sat in the meetings where the advice gets built. And I want to tell you something that took me years to fully understand: the wealth management playbook almost every advisor in America runs was designed for one specific person. That person is a corporate executive in his early sixties. He has W-2 income that climbed steadily for forty ye

Brendan Fraleigh, CFP, has spent years inside the world of wealth management for entrepreneurs, close enough to see what works, what doesn't, and what nobody talks about. These are his confessions.

Brendan Fraleigh, CFP, has spent years inside the world of wealth management for athletes, close enough to see what works, what doesn't, and what nobody talks about. These are his confessions.

You started your business with a vision. You took the risk. You put in the work. You’re seeing the rewards. But here’s the problem—making money is just step one, managing it is step two. You see, it’s not just about how much you make—it’s about how much you keep and how well you use it. That’s where budgeting comes in. It is the foundation of financial planning for business owners. In this guide, I’m going to break down the key steps to building a budget that will give you cl