Wise Pace: DataPoints in Action

Wise Pace: DataPoints in Action

When working to achieve financial goals, having a guide can be critical, especially when our patterns of financial choices need some enhancing. Working with a financial coach can improve how we make money-related decisions before working on a financial plan or investment strategy. See how Wise Pace, a financial coaching and planning firm in Atlanta,[…]

Transforming The Client Experience: How Financial Planning Firms Use Behavioral Assessments

Transforming The Client Experience: How Financial Planning Firms Use Behavioral Assessments

Clients seek your financial planning expertise. And, you create comprehensive financial plans for your clients. The plans require clients to make spending, saving, and investing decisions that will help them achieve financial goals and live the life they seek. Will all clients follow the plans you create? Will they all follow them in the same[…]

Bona Fide Finance: DataPoints in Action

Bona Fide Finance: DataPoints in Action

When working with clients either in-person or virtually, understanding their money mindset helps firms provide an exceptional client experience. We asked Ben Martinek, CFP®, EA, CSLP® and his team at Bona Fide Finance to share how they use DataPoints assessments to get to know prospects and clients in their financial planning practice. Tell us about[…]

Can Clients Become More Frugal Over Time?

Can Clients Become More Frugal Over Time?

One of the hallmarks of a millionaire-next-door client is that they use their resources wisely. The “frugality chapter” of The Millionaire Next Door highlighted how frugality was part of the millionaire journey of small business owners, c-level millionaires, and others. If you’re familiar with the books, many continued those practices even after they passed the[…]

Fintentional®: DataPoints in Action

Fintentional®: DataPoints in Action

A well-designed financial plan can help clients achieve more than just financial goals. We talked with Michael Palazzolo, founder of Fintentional®, about how his firm helps clients achieve life goals in the context of financial planning. Michael is a former software engineer who started his transition to financial planning in 2007 and became a Certified[…]