Building Wealth

Behavioral assessment based on 

The Millionaire Next Door

Investor Profile

Assess psychological risk tolerance & more

Financial Perspectives

Identify money attitudes; compare attitudes

Engage Marketing Suite

Library of short money mindset tests

Embed on your site, in social, and on blogs

Mind & Money Content

Monthly financial psychology content for client communication

Unlimited contacts & households

Advisor & client-facing reports

Branded for your firm

Custom reports & behavioral guides

Klontz Money Scripts Inventory-II

Assess underlying money beliefs

Financial Health Scale

Measure money-related health

Pricing