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COREnology™

COREnology™ is a simple and easy-to-use software reporting system that helps Advisors and their clients have meaningful financial planning conversations.

COREnology™ uses simple intake questionnaires to determine what your clients value then generates reports that help your clients connect those values to their planning.

COREnology

Our purpose: To help you help your clients create lasting impact

COREnology™ Reports Include

COREnology Report

COREvalues
COREstyles

The Director’s Driving question: Is it optimal and and is it right?

The Director’s Key word: Enterprising

Others may see a Director: Principled, dependable, results-oriented, determined

Director’s Quadrant Blend Description: Resolute in what you see as right, you steadfastly focus on what is in front of you

A Director may struggle with: Integrating new and different experiences or turning new ideas into measurable action

A Director’s key want: To measure and define the moment.


1. Communication

Families with the best culture regularly engage in healthy communication, effectively deal with conflict, and allow family members to express themselves.



2. Cohesion

Families with the best culture have family members who feel like an important part of the family, listen to each other, and treat each other with respect.

3. Identity

Families with the best culture know what matters to them, have clear expectations for each member of the family, can articulate their core values, and have a strong sense of identity and purpose.



4. Impact

Families with the best culture are actively working towards individual and group goals, know how they want to make a difference in the world, and view themselves as a team.






Business Succession Planning

Preparing the Next Generation

Estate Planning

Knowing My Why / Self Discovery

Life Purpose/ Vision




Business Succession Planning

Preparing the Next Generation

Estate Planning

Knowing My Why / Self Discovery

Life Purpose/ Vision

Intentional Fun

Engaged Philanthropy

Financial Literacy

Family Cohesion

Health and Wellbeing




Family Cohesion

Preparing the Next Generation

Life Purpose / Vision

Integrating In-Laws

Financial Literacy

Intentional Fun

Growth Faith

Engaged Philanthropy

Family Communication

Capturing Family History


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