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Your Plan

We help clients create financial plans that are as unique as they are. Some of the tools that we employ can be reached directly from out website.

The Kolbe A Index

One of the tools that we employ in our Ultimate Discovery Experience is The Kolbe A Index ™. This is a self-assessment tool which identifies your behavioral and decision making bent in four key areas: research, follow through, quick start and implementation. Click the link to begin the thirty-six-question assessment.

The 5 Love Languages

Another tool we often use in our discovery process is based on the #1 New York Times bestselling book The 5 Love Languages® by Dr. Gary Chapman. Knowing your primary love language and the love languages of those around you can greatly improve your relationships. Click the link below to take this free assessment.