The Money Mind® analyzer reveals how you feel about money and how those biases affect your financial life.
DISCOVER YOUR MONEY MIND
Financial life management begins with Honest Conversations® about what you want your money to do for you.
START YOUR HONEST CONVERSATIONS
An effective investment plan is one built around your goals, priorities, and feelings about money. Based on the insights gathered from our tools and exercises, your adviser will create your Financial Life Management plan. It’s all summarized in your Guidebook — your personal road map to the life you want.
The Guidebook puts everything about your financial life in one place and shows you exactly how to get where you want to go.
Life happens, and plans change. To know whether you’re still on track, you need more than a monthly financial statement. You need to stay focused on what really matters. That way, when things change, you’ll know how to respond.
Through the GuideCenter®, you can access your financial plan — and your adviser — anytime, from anywhere. You’ll always have a real-time view of your financial life whenever you need it. Ask your adviser a question, review your progress or see how your decisions can directly influence your financial life.