It’s like eHarmony for Financial Advisors

Great minds think alike with the MyMoneyMindset Match. For the first time,  we can match clients and advisors on more than just the basics of age, gender, geographic distance, and other rational factors like goals and investment styles.  Now we can match on a client’s attitude towards money and and investing.  Based on Dr. Deborah Nixon’s original academic research,  we can help clients and advisor get off to the right start by ensuring that the advisor’s communication and relationship style is a match with the client’s life stage and attitude.

Stay tuned for the introduction of this unique tool.  We’re still testing but we’ll let you know when we’re ready.  You’ll want to be the first in line!  Email us your name to be included in future updates.