Goals-based planning
Jul 14, 2023
Behavioral Science
Recognize how emotions influence financial decisions and explore strategies to support sound choices that can help guide you toward your desired outcome.
Make financial choices with clarity, not impulse
Behavioral science helps us understand how emotions and psychology influence financial decisions. We integrate these insights into your financial strategy, helping you make the more informed, intentional choices that align with your long-term objectives.
Research-driven insights
Collaborate with our specialists to apply established frameworks to make more informed financial choices.
Tailored solutions
We work closely with you to identify personal patterns, biases and motivations to develop strategies to separate the emotion from your decision making.
Integrating behavior into your wealth plan
Use our data-driven insights and network of specialists to build a framework for your decision making around spending, investing and planning for the future.
How we help
Discuss how emotion and psychology impact decision making, behavior and planning in the context of your wealth plan.
Provide a framework for better individual and family decision making by leveraging our proprietary wealth planning software.
Support crucial transition points and evolving needs by analyzing how major life changes can influence your emotional and financial well-being.
Share best practices on how to combat common financial biases and challenges with our cross-disciplinary thought leadership and advice.
Exploring key questions
We help clients - and advisors - recognize the personal and emotional factors that influence financial decision-making. We then offer research-backed frameworks for setting goals, building plans and making choices to give our clients - and their families - the best chance possible at achieving ‘success,’ however they choose to define that.
Ready to take control of your financial future with a solid wealth plan? Contact a J.P. Morgan advisor today.
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Make a plan today that even “future you” will love
When you understand how and why you make decisions, you can create and sustain a wealth strategy that serves your goals for the long haul.
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Infusing values into your wealth planning? Avoid these mistakes.
You don’t have to choose between growing your wealth long-term and supporting causes you care about.
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How your money can make more…of you
Financial planning isn’t just about managing your assets. It’s the key to having a life of meaning, purpose and impact
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