BizSolutions

DNA Comprehensive Wealth Mentoring

DNA Comprehensive Wealth Mentoringfinancial dna, dna discovery, financial plan, financial discovery, financial motivations

DNA Comprehensive Wealth Mentoring is designed to help you build your Financial Planning Performance based on setting Quality Life goals from knowing your life purpose. You will complete all of the DNA Behavior Discovery Processes  (Communication DNA, Quality Life Discovery and Financial Personality Discovery Processes) to discover your complete financial personality and the foundations to your life purpose. You will receive your DNA Quality Life and DNA Financial Performance Reports. A Certified Wealth Mentor will facilitate you through 4 two hour meetings to discover your life purpose, set goals and improve your decision-making framework.

You will follow the structured process set out in the Financial Planning Performance Workbook. The greater clarity that comes from this comprehensive discovery will now dramatically accelerate the financial planning process and the building of overall Quality Life Performance. This will enable much clearer alignment of the "numbers" to you.

This Review can also be conducted through 8 meetings for 1.5 hours on a quarterly basis over 12 or 24 months.

DNA Performance Deliverables

 

 

 

 

 

 

 

 

 

 

 

 

Contact us for additional information and to access Sample Reports.

Contact DNA Behavior