An objective framework for measuring the effectiveness of how wealth outcomes are aligned with educated intent.
The Wealth Optimization Index™ (WOI) is a proprietary analytical framework designed to transform subjective wealth planning metrics into objective, measurable benchmarks. Informed by behavioral finance, WOI evaluates how effectively wealth resources are aligned with educated intent across key outcome categories.
For Whom? WOI is used by select advisors and non-profits under license to support clarity, accountability, and to foster informed decision-making.
What is the Wealth Optimization Index
How is WOI Different?
Traditional approaches offered by attorneys, accountants, and financial professionals often rely on siloed tools, assumptions, and unavoidable professional bias.
WOI is different by design. By standardizing values-based inputs, WOI reveals untapped underlying priorities, translating them into educated intent and objective benchmarks—creating an objective reference point that empowers both the wealth holder and their advisors with clarity around transformational possibilities, grounded in the client’s values and capacity.
The Wealth Optimization Index™ is a proprietary framework licensed to approved organizations and professional advisors.
Use of WOI is subject to a formal licensing agreement. Licensing terms may include fees, waivers, or introductory arrangements, as determined by the licensor.
Disclaimer
The Wealth Optimization Index™ is an analytical framework only. It does not provide legal, tax, investment, or financial advice. All outputs are informational and intended to support decision-making, not replace professional counsel.
Licensing
About
our company
The Wealth Optimization Index™ was developed to address a persistent gap in traditional planning conversations: the lack of objective measurement around deeply individualized core values that give way to educated intent and outcomes.
Informed by behavioral finance and real-world advisory experience, WOI is designed to support clarity, accountability, and better decision-making for those entrusted with significant responsibility and resources.
Contact Us
For licensing inquiries or institutional use, please contact us below. We will be in touch shortly.