Understand Your Mindset
With our proprietary HonestConversations® exercise, our advisors go deeper to understand your mindset, your view on money and how your life and money connect. We then apply those insights to create a personalized strategy tailored to your values, priorities and beliefs.
As life unfolds, our advisors act as a partner in your corner to adjust your strategy, proactively identify opportunities and help you avoid obstacles. We aim to help you feel more confident about using your money to live the life you want today while planning for tomorrow.
Learn What Shapes Your Views on Money
We believe gaining insights around how you think about spending, saving and planning is the best first step in building a financial strategy with your values, priorities and beliefs at the center.
Our proprietary tool, HonestConversations®, can help you and your advisor:
Uncover your financial strengths and challenges
Discover insights for discussion with those you love
Reveal spending, saving, investing and planning tendencies
Focus on What Matters Most
Your advisor will help uncover the intersection between what matters to you and what you can control, helping build clarity about your financial goals and intentions.
Together, you will:
Identify and clarify your intentions, motivations and goals
Discuss the trade-offs around decisions and priorities
Use scoring to track and update progress on priorities
Define Your Investment Preferences
Together with your advisor, you will uncover not only your investment preferences but also the impact they will have on your portfolio.
In this phase, you will:
Participate in an open dialogue about investments with your advisor
Come to understand the benefits and trade-offs to your investment decisions
Prioritize investment attributes to help your advisor create your customized plan
Find a personal financial advisor near you.
Let’s Have a Conversation
We welcome you to schedule a discussion with a financial advisor at no cost or obligation.
During this discussion, you will:
- Share your current situation and goals
- Receive an introduction to an advisor
- Get your financial questions answered
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