We are a group of professionals from the financial and positive psychology field who have developed a program to help financial advisors create a better model for connecting the “why” behind the money their clients invest.

We help advisors make a positive impact on their clients lives, which in turn, helps to separate them from the commoditization that is occurring around investing money. We have taken great care in creating Investing You, to allow life planning success in an easier to use, more scientific way, than compared to conventional approaches.

Given the vital role money plays in life, the financial planning process has naturally evolved from just helping clients function financially to include broader and more in-depth planning, but needs to be more effective in the ability to align the client's money to their life’s aspirations and values. We are dedicated to providing you, the financial professional, with the latest evidence based, client centric approaches to connecting money to life, ultimately leading to better outcomes for your clients.