Behaviors =
Financial Outcomes

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Financial behaviors, wealth attitudes, and the science of predicting wealth.

Behaviors drive wealth

Behavioral change is the next frontier of financial planning.
Identify Wealth Potential

Understand your clients’ patterns of financial behaviors. Enhance client potential to build and maintain wealth.

Assess Money Attitudes

Uncover your clients’ attitudes towards saving, spending, and investing.

Assess Risk Tolerance

Assess psychological risk tolerance & guide better investing behaviors with detailed feedback.

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