What Color Bull Are You?
At Atlas Point, we understand the importance of making informed financial decisions. that's why our tools are designed to help you increase your financial confidence and gain a deeper understanding of your money decisions, which helps your Financial Professional serve you uniquely.
Learn More
Learn more about our surveys from Atlas Point's Chief Behaviroal Strategist, Dr. Lamar Pierce.
Financial VirtuesTM
Discover how you think and feel about money with our 5-minute behavioral assessment. This quick and easy tool will help you identify your strengths, communication style, and potential blind spots when it comes to money. You'll also learn how your household works together to make financial decisions. The survey is designed to be both informative and enjoyable, with no right or wrong answers!
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Pulse Checks
We all have behavioral blind spots shaped by our unique life experiences. Our pulse checks are quick, easy check-ins that focus on specific behavioral blind spots. Working with your financial professional, you'll identify, learn about, and manage any potential blind spots that could be impacting your financial goals.
How Does it Work?
Step 1
Your Financial Professional will share a link to complete the 5-minute Financial Virtues survey or a shorter Pulse Check. There are no right or wrong answers and individuals find the surveys fun!
Step 2
After completing each survey, you will receive your unique results along with actionable insights to apply to your financial decision making.
Step 3
The next time you meet with your Financial Professional, he or she will review the information so that your experience is unique and tailored to how you think and feel about money.
