Your Mental Wealth Advisors™
At Your Mental Wealth Advisors™, (Occidental Asset Management, LLC) we are a fee-only, Registered Investment Advisory and Financial Life Management firm that provides its clients with financial planning and investment advisory services. We are committed to our Clients’ overall financial health through our training and practice of behavioral finance and financial psychology. We believe other than family and personal relationships, there is nothing more personal than a person’s relationship with money. We want to help educate people regarding their relationship with money.
We help people understand their views of money and then assist them through the transformation of their financial life.
We facilitate a client’s financial transformation through the Your Mental Wealth™ Discovery Process. Think of it as the first stage toward building your Blueprint for success. Throughout the process you will gain a better awareness of your approach to financial decision-making; clarify your values and goals; and receive actionable guidance from your Your Mental Wealth Advisors™ advisor.
Through the Your Mental Wealth™ Discovery Process, created by the country’s leading Financial Psychologists Dr. Brad Klontz and Dr. Ted Klontz, our Advisors take the time to understand what you value most – whether it is financial security, family harmony, career advancement, asset protection, career retirement, or all the above.