XY Planning & DataPoints

Add the psychology of financial planning to your practice.

Use code
XY25PN for 25% off retail pricing (listed below),
exclusively for XYPN members.

Uncover Investor Mindset

Uncover risk tolerance and money mindset.
$ 50 Per Month/Advisor
  • Add the Investor Profile RTQ to your client workflow and our Market Mindset marketing quiz to your website to capture leads.

Focus On Beliefs & Wellness

Add Money Scripts® and financial wellness tests.
$ 75 Per Month/Advisor
  • Explore underlying money beliefs with the Klontz Money Scripts® Inventory and add financial wellness quizzes to your website.

The Millionaire Next Door

Uncover wealth potential, retirement approach.
$ 95 Per Month/Advisor
  • From helping to guide millionaires next door to uncovering retirement approach, tailor the client discovery process with our full library.

XYPN Members: use code XY25PN.


FAQs…with answers our customers like to hear.

Multi-advisor discounts? Yes. Contact our team to find out more.

Training & onboarding? Email support + group & on-demand training*

*Finpsych consulting & personalized onboarding are available for an additional, one-time fee. Learn more here.

Have questions about the XY Planning and DataPoints partnership? Reach us at xypn @ datapoints.com.