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Your Mental Wealth™ Discovery Process

How is my financial health?

Get a financial health check-up

When was the last time you had a financial health check-up? To get to where we want to be, it is important to know where we 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.

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What’s my money script?

Discover your unconscious money beliefs and see how they impact your net worth

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.

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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.

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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.

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nathan.pngOur goal is to help Clients reach their goals. OCCAM Advisors are trained in behavioral finance and financial psychology and are committed to Clients’ overall financial health. Behavioral Finance examines one’s the reasoning and emotional biases that impact investor performance, while Financial Psychology offers insights into Clients’ money beliefs, values, goals, true risk tolerance, and family dynamics. 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, career retirement, or all the above.

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Mind Over Money

Dr. Brad Klontz’s Mind over Money will help you enjoy a healthier and more propserous financial life.

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Wired for Wealth

Your Financial Comfort Zone: Do you need to break out?

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Follow Dr. Brad Klontz on Twitter

Occidental Asset Management, LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (“SEC”). Registration with the SEC does not constitute an endorsement by the SEC, nor does it imply that OCCAM has attained a certain level of skill or ability. Content should not be construed as legal or tax advice, OCCAM is not engaged in the practice of law or accounting. To learn more about our firm please visit www.occamllc.net

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