What motivates you? What do you love? What can’t you stop talking about? The answers to those questions drive the heart of your financial strategy. At HBA Wealth, we don’t just talk about goals and investments; we understand the ‘why’ behind it.
One of the ways we do this is through technology and an in-depth fact-finding process. If you’ve been working with us already, you may know that we already use common sense and intuition to identify exciting new tools like Money Guide Pro and 401k Optimizer, which gives you greater flexibility and control over your finances. We’re excited to share that we have added a new program called Money Mind® to help us serve you better and provide you greater insight into your financial decisions.
What is Money Mind®?
What does money mean to you? How does it make you feel? Many people fall into one of three Money Mind® types:
- Fear-driven. These individuals work hard to protect their money, but their worries can get in the way of them enjoying happiness.
- Happiness: These individuals want to get the most out of life and, in the process, may make careless money decisions.
- Commitment: These individuals are most satisfied when they give back to others than themselves.
Money Mind® is an interactive app designed to help individuals and couples see that the way they feel about money affects their entire lives. This app was developed by a group of financial advisors who were tired of watching clients make bad financial planning decisions.
When you understand what your money means to you, you can make clear, smart choices about your financial life. That’s why we now offer our clients the Money Mind® analyzer. This one-of-a-kind tool reveals how your biases affect your financial decisions — and enables you to build a healthier relationship with your money.
The Benefits of Money Mind®
Using Money Mind® allows you to:
- Engage in a fun, valuable experience
- Gather deep, profound behavioral insights
- Analyze your spending, saving and planning tendencies
- Uncover your financial strengths, challenges and opportunities
As a result, using Money Mind® is designed to help you:
- Identify situations that shaped financial decisions in the past
- Educate yourself to make smarter financial decisions in the future
- Avoid pitfalls during financial planning
- Communicate effectively with loved ones
Our Goal for You
Everything we do is designed with you in mind. You don't have to be an expert at financial planning or investing; you just have to know who to ask. And beyond asking us, we offer you tools that can help you expand on your knowledge and opportunities.
The Money Mind® analyzer provides valuable insight into what money really means to you. Click here to try out this tool. If you have questions beforehand or want to discuss this app in more detail, contact me at (626) 529-8347 or email me directly at firstname.lastname@example.org.
About Haydel, Biel & Associates
Haydel, Biel & Associates is an independent financial advisory firm serving individuals and families near Pasadena, California. The firm was founded in 2004 by Chris Haydel and Ricky Biel with a desire to provide unbiased, client-centered, community-based financial advice. Together, they have built a practice that has grown into a family of caring, smart professionals committed to blending proven investment methodologies with creative financial technologies that make it easier than ever to accomplish your goals. They strive to keep things simple and fun to give their clients peace of mind and alleviate financial stress. HBA Wealth takes care of their clients’ needs first and foremost and goes the extra mile to make their clients’ finances grow. To meet and see how the HBA Wealth team may be able to help, contact them today at (626) 529-8347 or email Ricky directly at email@example.com.