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 our website.The Kolbe A IndexOne 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 LanguagesAnother 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.