Skip to content
Ten years ago, we officially launched our platform at the XYPN 2016 conference in San Diego. If you were there, you remember the big tent! At the time, there were very few firms or tech companies that focused on the behavioral side of financial planning. Most conversations in fintech centered around robo-advisors that were going to take over the industry (spoiler: it didn’t happen). Psychology & Financial Planning What has changed since 2016? The …
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 …
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 …
The blog below is part of our 10th anniversary celebration at DataPoints. Firm Name: Journey Beyond Wealth Year Founded: 2017 Firm Focus: Comprehensive wealth management and investment management for high-net-worth families. Assessment used: Investor Profile RTQ How has your firm benefited from implementing assessments or other aspects of financial psychology? Assessments have helped us truly understand clients and how they view money. With the assessment results, we open up a new level of conversation …
The blog below is part of our 10th anniversary celebration at DataPoints. Firm Name: Northstar Financial Planning LLC Year Founded: 1994 Firm Focus: Women-centered comprehensive wealth management. We work with women experiencing a life transition such as becoming a widow, divorce, and inheritance. We also work with pre-retiree and retired women and their spouses. Assessments used: Investor Profile RTQ Money Personality How has your firm benefited from implementing assessments or other aspects of financial …