Finally, an easy process based on science that makes you the source for connecting your client’s money to their life goals.
Help clients discover the “why” behind their money.
Traditional approaches to money management fail to get to real client concerns and desires. We help you and your client…
It all starts with the Well-Being Index. This five minute survey measures how clients feel about their personal and financial well-being.
This central hub provides all the information you and your client need to manage what’s next in their life and determine any necessary financial needs.
Goal Center is integrated with the Well-Being Index and provides a place for both the client and advisor to review individual responses from the index, identify financial needs, and create goals.
Deepen your client relationship with our scientifically created Strengths and Values Survey. Use the results to create more meaningful goals and plans.
Helps clients discover how they feel about areas of personal and financial well-being.
Learn More...
Central hub for you and your client to review the results of the Well-Being Index, Strengths and Values Survey, and associated reports. This easy to follow dashboard provides everything you need to decide the next steps to take with your client.
Learn More...An automated process for you and your client to create and track both personal and financial goals. Goals can be viewed individually, or from a consolidated goal report.
Learn More...
Scientifically created survey that identifies client strengths, values, interests, causes, and skills. The results help you and your client with goal setting, relationship building, and communication styles.
Learn More...Not just an ad hoc approach to creating life goals and financial well-being. Your client will enjoy our structured process. You don't need coaching skills to create success.
