Broker Check

Your Money Emotions

Financial Virtues™

Financial Virtues™ helps you understand how you think and feel about money. This survey is backed by science, resulting in a report that is unique to you. Understanding your financial preferences makes it easier to make clear, thoughtful choices when it comes to your financial well-being. Better financial conversations start here. The survey has two parts; it's quick and easy, with no right nor wrong answers. Let's get started!

Uncertainty Mindset™

Uncertainty Mindset™ is short, easy, and intuitive survey that assesses your approach to financial uncertainty. It helps you uncover how you feel about potential financial risks, your response to losses (vs. potential gains) and your general attitude towards different financial products. This survey is backed by science, resulting in a report that is unique to you. Let's get started!

Bias Pulse Checks

We all have blind spots when it comes to how we make money decisions. That’s why having an accountability partner is vital to making sure you’re on track to achieve your long-term financial goals. Take 30 seconds and see if common blind spots may be impacting your financial goals.

Fear Of Missing Out<br/>

Fear Of Missing Out

Are you curious whether the fear of missing out (FOMO) is driving uninformed, irrational behavior? The Fear of Missing Out quiz will help identify how much FOMO may factor into financial decisions.

Loss Aversion<br/>

Loss Aversion

Loss aversion can lead people to avoid investments with the potential for small losses even when large gains are possible or can induce premature asset sales after relatively small declines from original purchase prices.

Money Illusion<br/>

Money Illusion

Money illusion, also called numeracy bias, results from people focusing on changes in numeric values rather than real values.

Exponential Growth<br/>

Exponential Growth

Exponential growth bias is a common tendency to under- or overestimate long-term investment growth from compounding returns.

Ambiguity Aversion<br/>

Ambiguity Aversion

Ambiguity aversion is a tendency for people avoid choices with ambiguous outcomes or incomplete information, even when the less ambiguous choice is unappealing.

Recency Bias<br/>

Recency Bias

Recency bias is a tendency for people to give more importance to new events or information than to those in the more distant past, even when both types are equally informative.

Familiarity Bias<br/>

Familiarity Bias

Familiarity bias is a tendency for people to choose things with which they are most familiar, even when clearly better choices are available.