Why?

• Allows advisors the opportunity for deeper values-based discovery.

• Personalizes the financial planning process to the investor’s unique perspectives and desires.

• Increases client fulfillment and decreases client attrition, while adhering to financial planning advice and improving financial outcomes.

• Builds stronger and more personalized relationships with your clients by using technology to better understand their needs, goals, and financial behaviors.

 

 

What?

The PulseCheck assessment is a workflow in Orion Planning that unites the power of behavioral finance and goals-based planning. It helps investors prioritize their values, assess their fulfillment within six major wellness categories, and form goals around those values.  

 

 

 

How?

To enable PulseCheck for your clients in Orion Planning, navigate to the settings under My Settings.  To enable PulseCheck for advisors to access, navigate to Firm Settings.

 

PulseCheck Workflow Video (2 min.)

PulseCheck is a workflow with three short phases. Help your investors prioritize their values, assess their fulfillment within six major wellness categories, and form goals around those values.

 

 

 

Phase One: Investors will rank six categories in order of importance to them: Happiness, Engagement, Advancement, Relationships, Truth, & Strength (H.E.A.R.T.S.).

 

Phase Two: Investors will indicate their current level of fulfillment within each of the six areas. Based on the investor’s responses, we will identify the category with the greatest distance between importance and their current fulfillment within the category. Then we will surface this category as being an area with the most space for greater fulfillment.

 

Phase Three: The investor will set a goal around increasing their fulfillment in this category.

 

 

Make Changes to PulseCheck

Edit PulseCheck goals directly from the PulseCheck dashboard. 

• Navigate to the Goal Results page  
• Click the PulseCheck tile to open the dashboard

• Choose the goal that you want to edit by clicking Manage Goals

• Click on Edit The Goal or Remove The Goal

 

 

 

Download a PDF

Generate a PDF directly from the PulseCheck interface, perfect for client presentations and record-keeping.

• Click the PDF icon in the upper right corner