Understand Attitudes From The Start

Get to know client money attitudes with the Financial Perspectives test. Gain insight into eight areas of financial attitudes, compare spouses’ scores, and link attitudes to each area of financial planning.

  • Identify money attitudes about budgeting, spending, and financial management
  • Uncover potential areas of agreement (and disagreement) in spouses’ attitudes
  • Measure and track financial wellness
  • Know in advance how clients view short-term versus long-term investing activities

The Financial Perspectives test gives you the insights needed for a personalized client experience from the start of your relationship.

Learn more with a free, two-week trial, or download our overview below.