Understand What's Important

Gaining clarity about your intentions and commitments is the first step to living the life you want. The unique approach we take to goal-based investing focuses on the importance of you and your financial advisor understanding the life you want to live.

MoneyMind® helps you understand how you and your loved
relate to money.

Understanding your biases around spending, saving, and planning
is the first step to making clearer, smarter choices that connect your
financial life to the life you want to live.

  • Uncover your strengths and challenges with finances.
  • Capture profound insights for discussion with your loved ones.
  • Analyze spending, saving, and planning tendencies.

Learn more

The HonestConversations® exercise helps focus you on the
intersection between what matters to you and what you can

It also gives you the opportunity to get on the same page with
your loved ones 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.

Learn more

Investment Portfolios Tailored to Your Preferences

The InvestmentViewfinderSM helps you identify your investing
preferences, so your advisor can customize your portfolio to align
with your financial plan. 

  • Facilitate an open dialogue about investments.
  • Track investment expectations on cost, performance,
    protection, and taxes.
  • Identify gaps in your existing investment portfolio using
    integrated Morningstar® APIs.

Learn more about implementing your financial plan.

Explore Step 2

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