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The blog below is part of our 10th anniversary celebration at DataPoints.
Firm Name: WorthyNest®
Year Founded: 2016
About WorthyNest: We help Christian and Catholic parents build lasting wealth—financially, relationally, and spiritually—without compromising their faith or values. WorthyNest is a fee-only, fiduciary financial planning firm, meaning every recommendation is made solely in our clients’ best interest. Our services include comprehensive financial planning and faith-based investing, with guidance on retirement preparation, tax planning and tax-efficient distributions, college and education funding, insurance analysis, charitable giving strategies, estate planning coordination, and cash flow management.
Assessments used:
Financial Perspectives
Investor Profile RTQ
Marketing Quizzes
How has your firm benefited from implementing assessments or other aspects of financial psychology?
DataPoints assessments are a core component of our firm’s onboarding process. The assessments help us get to know prospective clients better at the onset of an engagement and further refine the financial plan of existing clients. The risk profile assessment is crucial in crafting the Investment Policy Statement for clients pursuing investment management services.
What’s the most significant benefit of using assessments?
The assessments are most beneficial for our practice at the beginning of the engagement when we are still in that “getting to know you” phase. You can use the assessment results to ask clarifying questions, and clients are usually willing to open up. It takes the financial planning relationship deeper right away.
What is the history behind the partnership between WorthyNest and DataPoints?
WorthyNest founder Deb Meyer met Sarah Stanley Fallaw at XY Planning Network’s fall 2016 conference; it was divine intervention. WorthyNest has been a DataPoints subscriber from the beginning, and we couldn’t be happier to celebrate their 10-year anniversary!