Become A Client

The most important reason to work with a financial advisory firm like Left Brain is how precious your time is. Selecting investments and managing a financial plan is a time-intensive task. As a successful professional, you have enough on your plate managing your career, family, social life, health, and a bevy of other tasks that life throws at you. At Left Brain, we pride ourselves on spending our working days managing the tasks of investment selection and monitoring for our clients, so they don’t have to spend their precious free time pouring over earnings reports to find the right investments.

The process of becoming a client at Left Brain is simple, yet thorough. We begin with a 90-minute, nocost, no-obligation consultation (either in-person or virtual). In that time, we learn more about your financial situation, life goals, and anything else that is important to you and your family. We also spend some time going over the details of our investment and financial planning process, in order to help you determine whether we are a potential fit to help you achieve your financial dreams and aspirations.

If you decide it makes sense to go further, we set a 2nd meeting with you. In the second meeting, we review your current portfolio positioning and offer you our detailed ideas of how we might be able tohelp you make sound investment decisions to grow and/or preserve your wealth.

To get started on the path to a sound financial strategy and peace of mind about your financial life, fill out the form below. We will contact you to determine the best day and time for your first meeting with us!