Initial Complimentary Consultation
The consultation is a free opportunity to determine if there is a good fit between you and Right Brain Money’s approach to financial planning. We like to make sure that you get the most out of this first meeting with Shawn; we will provide you with suggested documentation to bring for review. We would love to meet you in person, though our initial consultation can also be done via phone or video call. Book a free 60-minute meeting now!
Comprehensive Financial Planning
In our eyes, quality advice doesn’t exist in a vacuum. The ultimate goal for Right Brain Money is to provide high-quality financial solutions that best serve both the immediate and long-term needs of our clients. Therefore, it is important to understand how all assets, income, liabilities, health, insurance, and income tax information fit together before making any recommendations specific to your situation. Life is interesting, and as such, good comprehensive financial planning can’t be a “one-and-done” activity. We start with a plan, and then get together once or twice a year to review and adjust as necessary. Clients are also encouraged to call or write with questions or ideas at any time.
Cash Flow Planning Process
This is typically a three step process, usually over a span of 6-8 weeks or more, depending on your availability. Click here to see samples of documents provided in the planning process. We will collaborate to create a cash flow plan for you and your household.
Third Party Investment Management Services
We also offer Advisory Management Services. This is done after selecting and monitoring unaffiliated registered investment adviser firms that we believe best fit our clients' needs. Through this type of arrangement, we recommend the third-party manager’s investment strategy based on the client’s individual needs. We will only recommend another investment adviser who is properly licensed or registered. Right Brain Money will serve as the communication conduit between the client and the third-party money manager. Put more plainly, the primary advisory relationship remains between Right Brain Money and the client.
Right Brain Money is available to answer questions the client may have regarding an account and will provide reviews on an agreed-upon schedule with the client. These normally occur one or two times annually. The third-party manager will generally have discretionary authority to determine the securities to be purchased and sold for the client accounts they manage.