Money Happiness isn’t solely based on how much money you have, but on your unique personality and the quality of your life.
We strive to improve your life satisfaction—guided by your Money Happiness score—not just return. Our process helps you learn how your life experiences have impacted your view of money.
Our patent pending system is based on a proven approach based on decades of practical experience and research on the drivers of Money Happiness™.
Using the insight offered from our Wealth Science Assessment which includes the Financial Big Five™, our advisors seek to deliver greater money happiness™ by offering you a customized financial plan built for your specific money-personality.
Wealth Science’s Reservoir Cash Flow System™ can be tailor made to balance a clients individual economic situation and unique psychological makeup to make execution a pleasant experience.