DNA Financial Performance Facilitation

DNA Behavior News & Research

Featured Research February 2012: DNA Behavior White Paper: Behavior Drives Performance in the New Behavioral Economyread more
1-18-2012: Management Principle: EquanimityAmong the most critical of all influence skills is a leader's ability to maintain equanimity.read more
1-14-2012: Management Principle: Human Incentive Systems The difference between a good company and a great one is its peopleread more
1-3-2012: Management Principle: Law of Holes.Success is tied to the well being and the performance ability of staff members.read more
12-22-2011: Management Principle: Derived Credit To achieve true professional leader status one must engage in behaviors that are counterintuitive. read more
12-15-2011: From the DNA Blog: Secrets to Effective Conflict Resolution Conflict in the workplace is disruptive. It can have a negative impact on productivity, and may pose a threat to other employees.read more

DNA Financial Performance Review

The DNA Financial Performance Review is designed to take you through deeper financial personality discovery to help you prepare a financial and investment plan. You will complete the Financial DNA Natural Behavior and Financial Performance Discovery Processes to discover your complete financial personality based on your natural and learned behavioral preferences. You will receive your DNA Financial Performance Report and Behavioral Investment Policy Statement.

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A Certified Wealth Mentor will facilitate you through 2 discovery sessions for 1 hour each to develop your Financial Planning and Investment Planning Performance. The outcome will be that your financial personality will be integrated to your customized financial plan and Behavioral Investment Policy Statement. The benefit is that your investment and financial decisions will be aligned to who you are, your emotional comfort levels and education. This will lead to more committed long-term life, financial and investment decisions.

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