Clients discover that the quality of the non-financial discussions allows complexity to dissipate. They’re able to relax into the planning experience, because it’s no longer about numbers-first-and-mostly. There’s a wrapper of humanity around the planning process, which is the core of our approach.

To begin, we developed The Experience Index™. It’s a questionnaire that allows you to benchmark your experience not just your assets. Once you have your score, we provide tools and exercises to increase your awareness about how you may wish to broaden your planning experience.

We hope you enjoy the questionnaire.