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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 …
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 …
Knowledge is power, and the basis of all knowledge is having the right data. Datapoints (or, data points, if you like) are the smallest form of data. Think of them like information atoms. Alone, they’re seemingly small and insignificant. But when you combine them, you can discover trends, uncover essential information, and better understand the world around you. These minuscule particles of information can be essential to learning about others and ourselves. Here’s what …
A well-designed financial plan can help clients achieve more than just financial goals. We talked with Michael Palazzolo, founder of Fintentional®, about how his firm helps clients achieve life goals in the context of financial planning. Michael is a former software engineer who started his transition to financial planning in 2007 and became a Certified Financial Planner™ certificant in 2010. Michael and his wife Amy also hosted Your Money or Your Life study groups …
As the full impact of COVID-19 continues to unveil itself in the financial services industry, many advisors we are hearing from have begun to plan for a long-term remote practice. If you are contemplating a similar shift for the future, it is important to understand the limitations of the methods you used in the past to get to know prospects. Two of these methods, (a) judgment based on direct interaction and (b) forms with …