Choosing an advisor is one of the most important financial decisions you’ll make

But it’s not just about credentials—it’s about alignment.

This experience helps you understand your decision-making style, and points you toward the advisor type most likely to support your long-term goals.

Financial Mindset
Drives Everything

How you think about money—growth, risk, control—influences every financial outcome. Your Wealth Archetype brings that mindset into focus.

Advisors Aren’t One-
Size-Fits-All

The right advisor for a methodical planner isn’t the same as one for a visionary builder. A strong match leads to better trust, communication, and outcomes.

Clarity Improves
Every Conversation

You’ll get a free guide with practical questions to help you evaluate advisors—so you enter discussions informed, confident, and in control.