Proprietary Process · 193 Data Points · Completed During Onboarding
The Intentional Way Assessment
Before strategies. Before allocations. Before recommendations of any kind. We start with something most financial firms never ask for. Clarity about who you actually are and how you make decisions.
See How It WorksWhy it exists
Most financial plans fail for reasons that have nothing to do with math.
They fail because they were built on assumptions that were never examined.
Assumptions about what success looks like to you. About how you respond under pressure. About what risk actually means when it's your money, your family, and your life on the line.
Traditional financial planning skips this entirely. A risk questionnaire asks how you'd feel if your portfolio dropped 20%. It doesn't ask why you make the decisions you make. Or what patterns you repeat when things get complicated.
"We realized that understanding how a client thinks matters more than understanding what they own."
The Intentional Way Assessment was built to close that gap. Not as a marketing concept. As a conviction that better advice starts with deeper understanding.
What it measures
193 data points across six dimensions of how you think, decide, and live.
This is not a personality test. It is not a risk tolerance questionnaire. It analyzes the patterns that drive your decisions. Financial and otherwise. Before any real money is on the table.
What motivates you
What genuinely drives your decisions and what doesn't. The difference between conditioned goals and real ones. Most people have never examined which one is actually running the show.
What scares you
Not just financial risk. The deeper fears that quietly shape how you act when complexity increases or the stakes get real. Naming them before a major decision is worth more than any spreadsheet.
How you process decisions
Whether you think, feel, or act first and in what sequence. This single insight changes how we frame every recommendation we make. It is also the insight most advisors never have.
Your blindspots
The patterns that create friction across all decisions. Not just financial ones. They show up in business, in relationships, in how you respond to uncertainty. Identifying them before they cost you is the entire point.
Your wealth values
What money is actually supposed to do for your life. Security. Freedom. Legacy. Impact. Most people have a conditioned answer. The assessment surfaces the real one.
Your tradeoff tolerance
Which tradeoffs you're genuinely willing to make and which ones you aren't. The strategies that look good on paper but fail in real life almost always fail here first.
The process
Four steps from questionnaire to framework.
The assessment is completed digitally during onboarding. It takes thirty or more minutes. Intentionally. The depth of what comes out of it is proportional to the honesty you bring to it.
What powers it
Built on the iEQ9. Applied to wealth.
The Intentional Way Assessment is built on the iEQ9. One of the most sophisticated Enneagram-based psychometric tools used in executive coaching and organizational leadership worldwide. We have connected it to something most coaches never consider. How the way you are wired shapes every financial decision you make.
The iEQ9 goes well beyond a standard personality profile. 175 questions. Adaptive logic that adjusts based on your responses. A result that reflects how you actually think and behave. Not a generic type you were dropped into.
We took that foundation and built something specific to wealth. The Intentional Way Assessment maps your profile directly to how you think about money, risk, tradeoffs, and the decisions that define your financial life.
The tool has been used in boardrooms and coaching practices for years. The application to wealth is ours.
Complete the assessment
A 30+ minute digital questionnaire covering 193 data points across all six dimensions. Completed at your own pace before your first planning session. No right answers. No wrong ones.
Receive your profile
Your results produce a named wealth identity profile. A specific archetype that reflects how you think, decide, and relate to wealth. Not a generic category. A profile built from your specific data.
Review your written summary
A personalized written summary that unpacks your profile in plain language. Your motivations, your blindspots, and what they mean for the financial decisions ahead of you.
Build the framework
We use your results to shape every recommendation we make. Investments, estate structure, tax strategy, and planning priorities all get filtered through what we learned about you. This is how we replace conditioned answers with intentional ones.
What you receive
A profile. A summary. A starting point that actually fits.
Most onboarding processes end with a risk score and a model portfolio. Ours ends with something you can actually use. A clear picture of how you are wired and what that means for every major decision ahead.
Your Wealth Identity Profile
A named archetype that captures how you think about wealth, risk, and decisions. Not a generic category. A specific profile built from your 193 data points that we reference throughout our entire relationship.
Your Written Summary
A personalized document that explains your profile in plain language. What drives you, where friction tends to appear, and which patterns to watch for when complexity increases.
How we advise you. Permanently.
Your results don't sit in a file. They inform how we frame recommendations, how we present tradeoffs, and how we have difficult conversations when the stakes are real.
The generic financial plan
Built on assumptions that were never examined. The assessment replaces those assumptions with something more durable. Clarity about who you actually are before a single account is touched.
Honest context
This process is not for everyone. It's not supposed to be.
The Intentional Way Assessment requires genuine engagement. Thirty minutes of honest self-reflection about what drives you, what scares you, and what you actually want from your wealth.
Clients who treat it as a checkbox get checkbox results.
Probably not the right fit if you are looking for
If you want a framework built around how you actually live and an advisor who understands the difference between managing your money and understanding your life, this is exactly where that starts.
Ready to start
Clarity before strategy.
Always.
The Intentional Way Assessment is completed during onboarding with every new client. If you're ready to start that conversation, we'd like to hear from you.
Start the ConversationThe assessment is part of our onboarding process. Begin with a 15-minute introduction call.