HW Methodology
Human Wealth™ Planning for Individuals
The foundational application of the 16-element cybernetic ontology for single clients.
$15B+
SEC-Registered
Forbes Financial Council
Barron’s Recognized
40+ Years Combined
How We Help
- 1
Track objective resources (Financial Security, Structural Capability, Environmental Quality, Social Network) against subjective inputs (Self-Efficacy, Autonomy, Engagement, Goal Setting) to reveal systemic imbalances invisible to traditional planning.
- 2
Measure the true conversion of financial mass into daily Vitality and Psychological Richness — because a high net worth with low System Efficiency Ratio means resources are not translating into lived experience.
- 3
Use composite metrics (HW Number, SER, VYR, TAI) to create a longitudinal health record for the client's entire life system — tracking progress across quarters and years, not just portfolio performance.
Satisfaction vs. Richness
Velvet Rut Check
Overall, I am satisfied with my life.
I have had many unique and perspective-changing experiences.
My life feels monotonous and lacking in new experiences.
I have a clear sense of purpose in my life.
Ready to get started?
Let's build a plan that accounts for the whole picture.