What Money Language Do You Speak?

Knowing your money language helps you…

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70% of Clients Don’t Follow the Professional Financial Advice They’re Given

What if there was a way to get your clients to actually follow through on the plans you’ve created for them?

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Who We Are

Christine B. Whelan, Ph.D.

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Christine B. Whelan, Ph.D.

Partner

Dee Warmath, Ph.D.

Research Partner
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Dee Warmath, Ph.D.

Partner

Anthony J. Cernera, Ph.D.

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Anthony J. Cernera, Ph.D.

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Bill McGarvey

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Bill McGarvey

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