PAFT Program
Planning and Advice includes:
- Comprehensive financial plan (Money Guide Pro)
- Psychometric based risk tolerance assessment (Datapoints)
- Secure client portal and dashboard (Advyzon)
- Online budgeting tools and coaching
- Goal specific financial education to increase your financial wellness and reduce financial stress and anxiety (Financial Therapy)
Financial Therapy includes:
- Explore your personal Money Scripts
- Dive into assessments that shed light on your thoughts, feelings, and behaviors around money
- Unpack your family of origin money story
- Discover your attachment style and how it affects your financial decisions
- Build listening and communication skills to help you navigate stressful financial situations and conversations
- Develop proven tools and strategies to reduce stress and anxiety around money
