What’s your potential for building and maintaining wealth? take the assessment for future financial planning.

Understanding the complete patterns of wealth behaviors and creating a personalized financial plan helps you build and maintain wealth over time. Planning to Wealth collaborates with DataPoints, a behavioral finance research and technology firm, to get a comprehensive picture of your wealth-related behaviors, attitudes, and values, all based on 40+ years of data and research that led to the published works "The Millionaire Next Door" and "The Millionaire Mind."  This assessment can help identify your strengths and areas of improvement so you can build and maintain your wealth over time.