Behavioral finance

Understanding Your Attitudes Toward Money and Building a Financial Plan 

jacobtedBehavioral Finance

Tutor Financial’s Michael Lewis recently sat down with Triangle 411 host Mary Insprucker to shed light on his behavioral finance-based approach to financial planning. Working with clients to understand their individual attitudes towards finances and wealth, Michael can suggest opportunities that are synergistic with the client’s risk profile, as well as their dreams for achieving their best life.  Click the player below to listen. Contact Michael today to learn more about how your own behavior modifications can impact your financial planning opportunities.