How We Use Behavioral Finance

Updated: May 5

We utilize the latest testing and coaching in behavioral finance to enhance your ability to build and maintain wealth. Each area addresses specific behaviors or experiences that impact how you accumulate and sustain wealth over time.


The Financial Perspectives Assessment


Our Financial Perspectives assessment is designed to accelerate understanding of your attitudes and outlook related to seven areas in money and finance, ranging from investing to budgeting to consumption and status-seeking.


The Building Wealth Assessment


Are your financial behaviors similar to those who are exceptional at building wealth? Our Wealth Building assessment answers that question and gives ideas on how you might change your behaviors to enhance your overall propensity to build and maintain wealth.


If you feel like our Behavioral Finance techniques can help you achieve your goals, please schedule an Intro Call!


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