Why Us We’ll work with you to get your financial house in order.As a Behavioral Financial Advisor, I incorporate traditional financial planning withpsychology and neuroscience. We help clients make better, rational decisions withregards to investments and planning. While we can’t predict the future, we can helpyou prepare for it. We use the SMART money philosophy so whenever you needmoney, we can get it in the most efficient manner.To understand our clients, we use a sophisticated risk tolerance test and we gothrough a values exercise. By knowing what goals and values are important to youwe can implement a plan that aligns your goals and values.Each client receives a detailed financial plan for both accumulation of assets andthe distribution of assets during retirement so there is no fear of running out of money.