At California Retirement Advisors (CRA), we know you have worked hard to get to where you are today, and you deserve to live the life you CRAVE—your One Best Financial Life®. This is why we have created the CRAVE Life Advisory Process℠ (CRA Value-Enhanced) designed to help successful people plan and invest wisely, to live a better life.
The First Step: Discover your MoneyMind® to help you understand how you relate to money by taking a simple seven-question self-discovery quiz, which will take you less than five minutes.
Learning your MoneyMind® will help you understand your biases around spending, saving, planning, timing, safety, and risk-taking. This is essential to making clearer, smarter choices to bridge the gap between your financial life today and the ideal life you want to live tomorrow. Plus, you'll also:
- Uncover financial strengths and challenges behind your instinctive responses, and what they mean.
- Capture profound insights on how you (and your loved one) feel and think about money
- Learn how your MoneyMind® drives your financial decisions and investing sentiment.
Get started today by clicking the button below to Discover Your MoneyMind®. See results immediately to help live a better life!
United Capital Financial Advisers, LLC (“United Capital”) is an affiliate of Goldman Sachs & Co. LLC and subsidiaries of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. United Capital does not provide legal, tax or accounting advice. Clients should obtain their own independent legal, tax or accounting advice based on their particular circumstances.
United Capital is not affiliated with California Retirement Advisors.
All names, logos, and slogans identifying United Capital and United Capital’s products and services (including, without limitation, HonestConversations®, MoneyMind®, FinLife®, Financial Control Scorecard®, Live RichlySM, We Help You Live RichlySM, Helping People Live Richly®, One Best Financial Life®, Ideal Life Index®, GuideCenter®, InvestmentViewfinderSM, United Capital Financial Life Management®, and Financial Years of FreedomSM) are trademarks and service marks or registered trademarks and service marks of United Capital or its affiliates in the United States and/or other countries.
