Personal Financial Life and Goals - Brava Financial

Team Subkit -

Interested in starting your own entrepreneurial journey  but unsure what to expect? Then read up on our interview with Kelly Nilsson, Founder of Brava Financial, LLC., located in San Diego, CA, USA.

What's your business, and who are your customers?

Brava Financial is a flat-fee, advice-only financial planning firm based in San Diego, serving clients locally and nationally. My clients seek objective, fiduciary financial advice aligned with their aspirations and values.

Tell us about yourself

I am a thirty-year veteran of the financial services industry and have a passion for the work. Connecting and supporting financial planning clients is life-changing for them and me. Working for others provided incredible experience, but I have a vision for my business, my life, and the kind of work I want to do for clients. I needed more autonomy and creative space to operate. So, I decided to do it myself!

What's your biggest accomplishment as a business owner?

Other than a willingness to leap to start my own business, my most significant accomplishment to date is having clients ask for their invoices - I know I am doing the right thing for my clients when they are asking to pay me!

What's one of the hardest things that comes with being a business owner?

Total accountability. If the computer dies, it's on you. If a client needs help, it's on you. Payroll? On you. Taxes? On you. Before I started my business, I remember hearing multiple business owners say, "we never missed payroll." I thought, oh, gosh, that's nice. Now I understand what that means. It is a remarkable statement of commitment and accountability.

What are the top tips you'd give to anyone looking to start, run and grow a business today?

  1. Go for it—it's scary, but way more thrilling and affirming. Worth it, hands down.
  2. Measure yourself against your goals, not against others. You define success.
  3. Ask for help. There are many resources and givers out there. People love to help others.

Where can people find you and your business?

Website: https://www.bravafinancialplans.com/
LinkedIn: https://www.linkedin.com/in/kellynilssoncfp/

If you like what you've read here and have your own story as a solo or small business entrepreneur that you'd like to share, then please answer these interview questions. We'd love to feature your journey on these pages.

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