The Key to Wealth Management is a Customized Plan
That custom plan starts with YOU. What drives you to spend or to save? What are your financial tendencies, and in what foundation are those tendencies rooted? Our relationship with money is often defined by events in our lives, and even in our childhoods. Understanding your own core beliefs, wants and desires and behavioral relationships can help you and your financial advisor better plan for your retirement and enjoying your money today. We developed a system to determine your financial type, what we call your Money Color®. Watch the below videos to see if you identify with one of our four Money Color® types and be sure to start with the Introduction Video. Then take a quick, 2-minute quiz to find out your Money Color® and learn how to build a better relationship with your money.
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Unlock Financial Potential By Understanding Your Money Color® Profile
Money Color Introduction
What drives you to make decisions about your money? To spend, or not spend? What’s your Money Color?
Money Color Blue
Steven explains the characteristics of the Blue Money Color profile
Money Color RED
Steven explains the characteristics of the Red Money Color profile
Money Color YELLOW
Steven explains the characteristics of the Yellow Money Color profile
Money Color GREEN
Steven explains the characteristics of the Green Money Color profile