Understand Your Mindset

Our advisors go deeper to understand your mindset, your view on money, and how your life and money connect.

We 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.

It’s all to help you feel more confident about using your money to live the life you want today, while planning for tomorrow.

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Understand what shapes your view on money

Gaining insights around how you think about spending, saving and planning is the first step to building a financial strategy with your values, priorities and beliefs at the center. MoneyMind® can help you and your advisor:

Uncover your strengths and challenges with finances.

Discover insights for discussion with those you love.

Reveal spending, saving, investing and planning tendencies.

Focus on what matters most to you

Your advisor will help uncover the intersection between what matters to you and what you can control, and help build clarity about your financial goals and intentions:

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.

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Understand your investment preferences

Together with your advisor, answering a few simple questions with InvestmentViewfinder℠, uncover your investment preferences and the impact they have on your portfolio.

Participate in an open dialogue about investments with your advisor.

Understand the benefits and trade-offs to your investment decisions.

Prioritize investment attributes to help your advisor understand your preferences.

Learn more about building a dynamic financial plan.

Ready to start a conversation? We’re here to listen.

Tell us about yourself at no cost or obligation.

  • An introduction to an advisor
  • A personal conversation
  • Your questions answered

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