Your Financial Personality

LEWA is proud to announce the launch of the Financial Personalities Assessment, a new financial planning tool that builds on the qualitative data and allows for better, more meaningful conversations resulting in long term financial growth. This assessment will allow us to discover your financial personality and determine a plan that is right for you.

Emotional decision making reduces investment returns by over 4% and 53% of investors say that thinking about their finances makes them anxious. Although many people feel that ignoring or suppressing their emotions can create better outcomes, research suggests otherwise. An empirical investigation found that engaging emotions during decision making results in better performance when looking at 101 stock investors. Individuals in this study who were more mindful of their emotions and engaged their behavioral biases during the decision-making process ended up with better outcomes.

What is Your Financial Personality? If you are interested in learning more about this assessment and seeing your results, please give us a call or complete the short survey below. We look forward to hearing from you and to continuing serving your financial needs.