Assessments

We find that the better we know our clients the better we can coach them to financial success. Use the assessments below to get a better grasp of where you stand on your wealth-building journey.

Confident Woman
Career Fit

The way we feel about the work we do each day can affect our overall wellbeing.  When our personality aligns with the work we do each day, we tend to have higher levels of job satisfaction.

Stock Market Data
Market Mindset

Investing requires accepting some amount of uncertainty, but it also requires staying calm even when markets seem to be in flux.  Learn more about your market mindset

Young Designer
Financial Life Planning

Achieving money-related success requires focused, consistent planning  and awareness of how behaviors are aligned with financial goals. How does your planning strategy stack up?

Woman Shopping
Spending Mindset

Every day we make spending decisions that can ultimately influence our ability to achieve financial and life goals. How do your spending habits affect those goals?

Image by Tamarcus Brown
Wealth Potential

Your potential for building and sustaining wealth depends on your saving, spending, and investing habits.  Are you on track to build and sustain wealth?

Zen
Financial Wellness

Wellness measures your attitude towards the way you manage your financial responsibilities and your satisfaction with your finances today and in the future.