Vision

We are dedicated to the exploration of a full range of emotional and practical factors that promote financial and personal well-being. Our goal is to provide financial professionals, counselors, therapists, and educators with the information and insight they need to guide their constituents in building and achieving “true wealth.” As a non-profit 501(c)(3) organization focused on research and education, we strive to facilitate the exploration and implementation of an evidence-based approach to financial planning, education, and counseling that engages individuals and empowers them to maximize their resources and live purposeful lives. We believe that self-knowledge is an essential ingredient for motivating and equipping individuals to understand and improve their financial health and life satisfaction.

Goals

1. 1.Expand the educational webinars and online courses via our online platform to support the professional development of like-minded financial professionals, counselors, therapists, and educators.
2. 2.Continue to engage in innovative research projects that facilitate greater understanding of the emotional and practical factors that support development of financial acumen and meaningful life goals.
3. 3.Actively engage financial planners and educators in exploring the true meaning of fiduciary and increasing their advocacy for a client-centered manifestation within the financial planning profession.