Every great draft starts
with the combine.
Most advisors call this a discovery call. We call it something completely different. Here is why that distinction changes everything that follows.
They already have the tape. They still fly to Indianapolis.
Every year at the NFL combine, scouts watch the same players they have already watched on film for three years. They have the stats. They have the tape. They know the numbers cold.
And they still fly to Indianapolis to watch them run the forty.
Not because the forty time tells them everything. Because the combine tells them something the tape never can. How a player thinks under pressure. What breaks them. How they respond when the situation is not going their way. The vicious cycle that will show up in year three of a contract if nobody catches it first.
The tape shows you what a player did. The combine starts to show you who they actually are.
That is the difference between a discovery call and a Wealth Identity Assessment. And it is not a small difference.
A data collection exercise. Nothing more.
Most advisors will tell you otherwise but that is what it is. They are gathering information. Net worth, income, tax situation, goals, timeline. All of it goes into a spreadsheet and the spreadsheet produces a plan.
The problem is the spreadsheet has no idea who is running it.
Two people can walk in with identical numbers and need completely different plans because they are completely different people. They think about money differently. They act on financial decisions differently. They have completely different blind spots that will show up at completely different moments and derail completely different parts of the plan.
A discovery call does not find any of that. It finds the numbers. The numbers are not the person.
Most plans fail because nobody looked.
Most financial plans fail not because the math was wrong. They fail because the person running the plan ran out of discipline at the exact moment their type predicted they would.
Every Wealth Identity type has a vicious cycle. A predictable loop that pulls people back to the same place they worked so hard to get away from. Usually at the exact moment the plan needed them to hold the line.
Nobody saw it coming because nobody looked. We look.
193 data points. One complete picture.
The assessment is built by iEQ9, the most sophisticated version of the Enneagram available. Used in boardrooms and executive coaching practices worldwide. The application to wealth is ours.
Every type has a pattern. Every pattern has financial strengths and financial blind spots. And once we understand the type, the think-feel-act pattern, and the subtype, everything changes about how we build the plan.
This is not a personality test. It is not a risk tolerance questionnaire. It is a diagnostic. It is the financial combine.
It provides an awareness most people have never had before. Why they think about money the way they do. Why they act or fail to act in certain financial domains. What blind spots they were always going to have. That awareness is the real power. Not the test itself.
Every domain looks different depending on who is running it.
Once we understand the type, we map the results across nine wealth domains. A type wired for protection might over-insure and under-invest. A type wired for earning might accumulate without ever building real security. None of this is a character flaw. All of it is predictable. And predictable means addressable.
The investments may not look that different.
What changes is everything else.
The person sitting across from us now understands why the plan was built the way it was. They understand why certain domains got more attention than others. They understand where their own wiring is going to create friction before the friction happens instead of after.
That awareness creates something no spreadsheet ever built. Resiliency. Discipline. A commitment to the plan that holds even when their type tells them to walk away.
Most people walk in believing their financial behavior has been mostly rational with a few emotional exceptions. What the assessment shows them is that none of it was random. It was always predictable.
For the first time they can see exactly why they think about money the way they do, why they act or do not act in certain financial domains, and what blind spots they were always going to have.
That is not a discovery call. That is a revelation. And it is the only place we start.
Ready to see what your
financial combine looks like?
The most important financial conversation starts with you. Not your portfolio. Not your net worth. You. The assessment is completed after your introductory call at no cost.
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