We have developed the Financial Personality Discovery Process to reveal 18 "strands" of your complete financial personality - your "Financial DNA". This process is foundational to your financial and investment planning for building Financial Performance, and therefore having the financial resources to live a Quality Life.

What is Your Financial Personality?

You inherently have a unique Financial DNA^® code reflecting your financial personality. Your natural born behavioral style is shaped into your financial personality by your current environment, life experiences, values and education

This will impact every financial, business, work and life decision that you make.

The Financial Personality Discovery Process

This discovery process seeks to uncover your risk tolerance and all of your financial behavior and preferences in the current circumstances, delving deeper into your life experiences, values and education in financial decision-making.  Further, and most importantly, the process reveals your predictable natural DNA Behaviors and preferences which instinctively take over when you are under pressure and strongly influence decisions when there are major life and financial events. The key point is that the natural DNA Behaviors do not change during your lifetime and are therefore critical to building long-term financial plans and investment portfolios.

The reports that you will receive are:

• The DNA Financial Performance Report which provides key behavioral insights for the building of your financial plan and investment portfolio. In addition, it will provide an in-depth analysis of your financial personality (i.e. your Financial DNA) based on your current preferred financial behaviors which change from time-to-time and predicted natural behaviors which remain stable throughout your life. This report is very powerful for reviewing your financial attitudes and managing your decision-making on a long-term basis.
• A Behavioral Investment Policy Statement which is prepared with your Wealth Mentor to establish your investment objectives, process and policies applicable to your investment portfolio based on your financial personality.

We strongly recommend that the Financial DNA Reports are interpreted and facilitated by one of our Certified Wealth Mentors.

This discovery process takes 15 to 20 minutes to complete online. For purchasing information or to view a Sample Report, please contact us.

Financial DNA Natural Behavior Reports for Wealth Mentoring

The Financial DNA Natural Behavior Reports uncover 8 primary factors and 24 sub-factors of your natural (default) DNA behavior. Your natural DNA Behavior provides a reliable prediction of how you will consistently make life and financial decisions throughout life based on your inherent life motivations and perspectives. This knowledge is foundational for self-discovery, building relationships and enhancing your capability to make life and financial decisions.

• The Financial Planning Report includes insights into your natural risk tolerance, goal-setting style, learning style, trust, results and relationship needs.
• The Financial Planning Risk Management Report provides insights into how your behavioral style can cause risks to your financial decision-making.
• The Wealth Mentoring Report provides a detailed analysis of your strengths and struggles for helping you build your relationship to money and a Quality Life.

Contact us for purchasing information or to view a Sample Report.