PAFT Program
Planning | Advice | Financial Therapy (PAFT)
Planning and Advice includes:
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Comprehensive financial plan (Money Guide Pro)
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Psychometric based risk tolerance assessment (Datapoints)
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Secure client portal and dashboard (Advyzon)
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Online budgeting tools and coaching
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Goal specific financial education to increase your financial wellness and reduce financial stress and anxiety (Financial Therapy)
Financial Therapy includes:
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Explore your personal Money Scripts
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Dive into assessments that shed light on your thoughts, feelings, and behaviors around money
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Unpack your family of origin money story
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Discover your attachment style and how it affects your financial decisions
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Build listening and communication skills to help you navigate stressful financial situations and conversations
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Develop proven tools and strategies to reduce stress and anxiety around money
