Is your advisor using the science of building wealth to guide you?
Money mindset impacts financial success.
Backed by over 40 years of data that fueled The Millionaire Next Door, DataPoints is the choice for financial planners, advisors, and coaches who put their clients’ best interests first. Our tools are designed to help you and your advisor understand your money-related attitudes and characteristics so that you can avoid behavioral pitfalls and achieve financial success.
Ask your financial advisor to take a look at DataPoints.
See how uncovering your financial personality can help you achieve goals.