The 5-Scores: All positives, No negatives
The Financial Behavior Report measures the client’s financial personality 5-scores. It is a strengths-based report, meaning it shows only positives and no negatives for clients. Rest assured, all of the combinations of scores that clients may receive will be described in a positive light in terms of their financial personality.
For instance, the 3rd score “Financial Planning Management” measures how a client is inclined to spend or save. Individuals with high scores will be described as “Saver and follows budgets” and people with low scores will be described as “Desire to spend and appreciates spending freedoms”.