"The common wisdom about money is wrong -

manage your behavior, then your money." Ted McLyman, Founder and CEO   

Your Money Temperament

Humans aren't hardwired to do well with money.

It seems our biology, culture, and beliefs keep getting in the way. Plus, the rules of money have changed.

What worked just a few years ago isn't working today.

If you would like to learn more about our revolutionary behavioral based approach to money, contact us for a free consultation. Better yet ...

Get FREE no obligation access to iPlan.com to

Discover your Money Temperament ...

Take Your Career to a New Level...

A Message from Ted...

Join Our Team ...

We're looking for like minded professionals nationwide
to help us change the financial services industry.

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