Money Happiness isn’t solely based on how much money you have, but on your unique personality and the quality of your life.
We don’t just deliver performance – every financial planner should do that - but we help you figure out “the money thing” by creating a personalized plan that will make you happier with your money.
Our patent pending system is based on a proven approach based on decades of practical experience and research on the drivers of Money Happiness™.
Using the insight offered from our Wealth Science Assessment which includes the Financial Big Five™, our advisors seek to deliver greater money happiness™ by offering you a customized financial plan built for your specific money-personality.
Wealth Science’s Reservoir Cash Flow System™ can be tailor made to balance a clients individual economic situation and unique psychological makeup to make execution a pleasant experience.