Broker Check

A MULTIDISCIPLINARY APPROACH TO PLANNING

Estate Planning | Tax Strategies | Financial Planning

Decipher

A new tool for creating a clearer path forward.

Your financial needs and priorities are as unique as you are. Even within couples, no two people are totally alike. But understanding what drives your decisions around money is one of the most important aspects of developing a customized financial strategy designed to pursue your goals for the future. 

Introducing Decipher

Decipher is a collaboration tool that encourages smoother, faster, more relevant and personal communication between us. It helps identify what you want to achieve from our relationship so that together, we can more easily set you on a path designed to reach it.

With Decipher, you’ll discover your thinking style—how you process information—and uncover your top financial priorities. More important, it will help us identify a launching point for richer, more focused conversations about how to help you live the life you want.

You can take the Decipher assessment from any computer or tablet with a webcam. Just click on the link below to try it. Over the course of about 10 minutes, you’ll answer a few questions and watch a short video, after which we’ll each receive a report with your results. Like many clients, you may even be surprised by some of what the report reveals, which is why our discussion afterward can be so important.

The Science Behind Decipher

Decipher is based on decades of well-accepted, peer-reviewed scientific research. Its software is located on secure servers based entirely in the U.S. Your information is not stored by Decipher, and it does not capture images or video. Decipher is not facial recognition software and is not capable of or able to be used for facial recognition.

If you have any questions or are having trouble accessing Decipher, please don’t hesitate to call the office for assistance.