The Financial Planning Performance Lab: Turning Research Into Real-World Impact
The Financial Planning Performance Lab is dedicated to bridging the gap between academic research and everyday financial decision-making. Our mission is twofold:
First, we transform cutting-edge research into practical tools that empower individuals to make smarter, more confident financial decisions. Through our affiliate platform, OptimRisk™, we offer a powerful suite of tools that bring the science of risk-tolerance assessment to life — helping investors align their financial choices with their true goals, values, and behaviors.
Second, we lead pioneering research in the areas of financial risk tolerance and behavioral financial planning. By exploring how people think, feel, and act around money, we drive innovations that shape the future of financial advisory services and the way individual investors make decisions.
At the Financial Planning Performance Lab, we don’t just study financial behavior — we deliver actionable insights and solutions that improve lives.