It is our belief that the best way to take care of yourself, your family, and your favorite causes begins with a healthy relationship with money and a sound blueprint for financial success. What this means is that you and your family actively contribute to planning the financial life you want and we will help you to achieve it.
At OCCAM, we facilitate a client’s financial transformation through the Your Mental Wealth™ Discovery Process. Think of this as the first stage toward building your blueprint for financial success. Throughout the process, you will gain a better awareness of your approach to financial decision-making, clarify your values and goals, and receive actionable guidance from your OCCAM advisor.
Your Mental Wealth® Discovery Process
How is my financial health?
Get a financial health checkup
When was the last time you had a financial health check-up? To get to where you want to be, it is important to know where you are now. Financial health is more than just about the size of your portfolio. It includes things such as planning for the future, protecting your family, comfort and confidence around financial matters and self-care.
What are my money beliefs?
Discover your unconscious money beliefs and see how they impact your net worth
We refer to money beliefs as Money Scripts – those unconscious beliefs about money that are rooted in our childhood and shaped by our observations of our parents, peers, and the economic environment in which we were raised - determine our financial health. In their research at Kansas State University, Dr. Brad Klontz and his colleagues have discovered that Money Script can predict an individual’s income, net worth, and financial behaviors.Take the Test
Where do I want to be?
Identify your values and clarify your goals with the Your Mental Wealth™ Discovery Process
Our goal is to help you reach your goals. Through the Your Mental Wealth™ Discovery Process, created by the country’s leading Financial Psychologists Dr. Brad Klontz and Dr. Ted Klontz, our Advisors take the time to understand what you value most; whether it is financial security, family harmony, career advancement, asset protection, early retirement, or all the above.
How do I get there?
Receive a Personal Financial Plan and Investment Recommendations to help you achieve your goals
Once goals have been set, our advisors will work with you to develop a Personal Financial Plan and Personalized Investment Recommendations to help you achieve your goals.
Through the Your Mental Wealth™ Discovery Process, created by the country’s leading Financial Psychologists Dr. Brad Klontz and Dr. Ted Klontz, our advisors take the time to understand what you value most – whether it’s financial security, family harmony, career advancement, asset protection, career retirement, or all the above. Once we have a better understanding of your values and goals, we will quantify where you are presently; calculate your needs; chart your course and help you avoid common behavioral, financial, and investment pitfalls to ensure you and your family stay on track.