Financial HarMoney™ Assessments

Our Financial HarMoney™ Assessments will guide you and your clients’ journey beyond risk, to gain a deep understanding of who they are and where they could go.

All Assessments

Frame 427319086

Financial Goals

Frame 427319086 6

Risk Need

Frame 427319086

Risk Tolerance

Frame 427319086 2

Risk Perception

Frame 427319086 3

Values Determination

Frame 427319086 4

Active vs Passive Investors

Frame 427319086 6 1

Faith and Finances

Frame 427319086 5

Locus of Control

Frame 427319086 7

Financial Contentment

Frame 427319086 8

Time Preference

Frame 427319086 1 1

Communication

Frame 427319086 2 1

Financial Wellbeing

Frame 427319086 3 1

Relationship Satisfaction about Money