Question 1

What does Wealth Science do?

Accepted Answer

Wealth Science focuses on the connection between money and psychology. We help clients build personalized financial plans and work toward growing their wealth in a way that fits who they are.

Question 2

How is Wealth Science different from a traditional financial planning firm?

Accepted Answer

Wealth Science isn't just trying to optimize your money. We're trying to understand you—the person making decisions about the money—to better help you with managing your wealth. Most financial plans start with your money. Ours starts with you. The goal is to create a more personal experience that supports both financial goals and a healthier relationship with money.

Question 3

What is Money Happiness™?

Accepted Answer

Money Happiness™ refers to the feeling that your financial life is going well rather than badly. At Wealth Science, Money Happiness™ is shaped by each client’s unique personality, experience, and personal life story with money.

Question 4

What is FinPrint® ?

Accepted Answer

FinPrint™ is a patent-pending assessment tool developed by Wealth Science’s team of psychology PhDs that assists Wealth Science Advisors in building, implementing, and relentlessly executing unique financial plans for each individual client.

Question 5

Does Wealth Science create a personalized financial plan?

Accepted Answer

Yes, we use our extensive in-person interview coupled with our patent-pending assessment tool, FinPrint™, to create your personalized financial plan. We build that plan by understanding you as an individual, not just as a set of numbers.

Question 6

How much does this cost?

Accepted Answer

Planning fees for plan creation typically range from $1k to $100k depending on the scope of work and a client’s unique set of facts and life circumstances. More information on the fees we charge for our services can be found in our ADV Part 2A Brochure.

Question 7

Can I visit Wealth Science before committing to a full engagement?

Accepted Answer

Yes, Wealth Science offers each potential client a complimentary "coffee and conversation" in our private coffee shop or by video.

Question 8

How do I log in to my accounts?

Accepted Answer

Wealth Science provides a private client login portal for accessing your accounts.

FREQUENTLY ASKED QUESTIONS