Behavioral financial planning is the extension of real world emotional bias incorporated into a process to improve decision-making. From a wealth management, or more specifically a wealth preservation standpoint, it looks at human weaknesses and irrationality as factors in planning and addresses these natural impulses in an approach to meeting client  goals and objectives.
Axxcess Advisors have a multifaceted role in both money- and life-planning areas. In wealth planning and life planning, they can provide the benchmark of financial performance required by clients to achieve their goals as well as the overall planning methods for meeting them. The Axxcess Advisors role in our clients financial decisions can provide necessary discipline and guidance in alignment with a clients behavior to help them better tailor a customized plan with potential to have a higher probability of positive outcomes in the future.
Wealth planning does only create better well-being from  just come from monetary rewards. Instead, there are a host of non financial factors that can be incorporated. Uncovering alignment in social, charitable, and philanthropic alignment are some of the meaningful outcomes of our process. Axxcess has both competence in financial matters to assist clients in achieving their money goals, but also for assistance with human-planning needs.

Getting started:

Engage with us. To schedule an initial session, please schedule a time to talk to with our planning specialists.