Our assessments link real life experiences and behaviors to your ability to build wealth. We use the latest assessment methods with behavioral factors identified from nearly 40 years of research.
What's your potential for building and maintaining wealth? Compare your financial behaviors to others, and see how they stack up.
Learn how your financial planning habits stack up against others, and what you can do to improve or maintain them.
How do your spending, shopping, and consumer attitudes compare to others?
What's your typical reaction when the markets move?
Do you fit with your current job? Are you satisfied with your career path?
Entering into an advisory relationship is an important decision that has significant lifelong implications. For this reason, we offer a no-charge, no-obligation introductory consultation in person, by phone, or online. During the consultation, you will meet with a seasoned Certified Financial Planner™ to discuss what is important to you. If we're in a position to help you and we're a good fit, we'll provide you with a written proposal that outlines what you can expect from our relationship. And because we're fee-only fiduciary advisors, you can be assured that you will receive 1) real advice and planning, never a sales pitch; 2) a prudent process; and 3) a holistic approach to your situation.