Uncover client money mindset

Our client assessments are based on the latest in financial psychology research and data that fueled The Millionaire Next Door.

Get A Complete Picture of

Client Financial Personality

Identify client financial personality with tools based on The Millionaire Next Door.
Identify Money Attitudes

Capture leads. Uncover attitudes towards saving, spending, and investing.

Coach & Guide Clients

Understand your client’s personality when it comes to building wealth. Use the results to guide clients in six areas.

Assess Risk Tolerance

Measure risk tolerance by understanding life experiences. Give competency-based feedback to clients.

See the psychology of financial planning in action. Request a demo to learn more.