The free guide
Use 10 questions, an account inventory, and a year-end organization checklist to organize the records in front of you.
The Financial Brain Brief · Weekly
Get your financial records ready
for the decisions ahead.
Start with our free guide: 10 questions, an account inventory, and a year-end organization checklist.
Then get one short practical exercise or insight from Jay and James each week. Once a month, the Brief includes a deeper Financial Brain Case Note.
Read the latestFree guide + weekly email
Get the guide and weekly Brief.
The guide includes 10 questions, an account inventory, and a year-end organization checklist. After that, Jay and James send one short practical exercise or insight each week, with a deeper Financial Brain Case Note once a month.
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What you receive
A guide, a weekly Brief, and a monthly Case Note.
One short weekly email
Get one practical exercise or insight from Jay and James every week.
A monthly Case Note
Each month, one Brief takes a deeper look at a Financial Brain example, including the sources behind it and its limits.
The reading room
The latest Briefs.
The first issue is on its way. Start with the Owner's Financial Clarity Guide below.
A place to start
The Owner's Financial Clarity Guide
Use 10 questions, an account inventory, and a year-end organization checklist to see which records you have and which are missing.
From the founders
Jay & James
We are building Financial Brain around a simple idea: an answer is more useful when you can see the records and context behind it.
Each week, we send one short practical exercise or insight you can use with your financial records. Once a month, we go deeper in a Financial Brain Case Note.
Jay Bhakta & James Guldan
Co-founders, Financial Brain