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The blog below is part of our 10th anniversary celebration at DataPoints.
Firm Name: Seed Money Consulting
Year Founded: 2016
Services Provided: Tax Prep, Business Consulting, Investment Management, and Financial Planning
Assessments used:
Building Wealth
Financial Perspectives
Investor Profile RTQ
Money Personality
How has your firm benefited from implementing assessments or other aspects of financial psychology?
Emphasizing financial psychology aligns deeply with our firm. Our firm puts client relationships first and ensures they are personable. Using assessments helps us maintain this professional, objective edge.
What’s the most significant benefit of using assessments?
The most significant benefit of using assessments is the ability to measure client perspectives and knowledge in real time and view trends over time. Assessments help us establish tailored strategies for clients, inform our practitioners about which areas are particularly sensitive for the client, and help the client build confidence in those weaker areas.
What should prospective clients know about your firm?
Over the last 10 years, it has been our pleasure to bring together various tools to deliver an experience that puts the client first and provides services in a just-in-time, tailored manner. Whether you are a business owner, planning for a child to go to school, or planning for retirement, our services are tailored to your specific needs with none of the “sales pressure”. We are here for you, and DataPoints has allowed us to get to know you in the best way possible. To get in touch, use the consultation scheduling link in the top-right corner of our website.