"We would like to take the opportunity to first of all express our thanks to you for including us in the "Financial DNA" process. We found it to be extremely beneficial and would like to comment on what specifically was helpful and insightful for us.

Firstly, i think the mere process of filling out questionnaires is thought provoking on it's own. It gets you thinking about the questions you're answering ( that you might not have thought about before) and it generally triggers a variety of reactions  ( frustration, excitement, confusion, doubt, passion, rebellion...) in the process. These reactions or responses , if one is willing to look at them, are ripe with information about ourselves and thus lend to the insight available in this particular tool.

We both feel that one of the most valuable results of our participation has been the clarity we have gained about how to work most effectively as a team with you, such that we all feel comfortable with our risk styles, our goals and the consensual plan to achieve our desired objectives. The combination of questionnaires, analysis and conferencing in depth as a team, to interpret, guide and clarify, was really beneficial. We ended up with a result that was so much richer than a financial plan. We learned about where we are in alignment in our goals, strategies and visions and where we are not. I think  just having to identify and verbalize all of these was very helpful at this stage in our lives. We also got very clear on what we don't want to do, or are least attracted to, and where we need you. I particularly appreciate that you and your DNA profile are a core factor in this program and essential to our success. I think you are a true pioneer in your industry and an excellent example of working synergistically...a trait not traditionally found in the financial world.

Additionally, the analysis of our current profile, coupled with the motivations for having the various shares and asset classes was really good. We now know the thinking behind the allocations and we now have a better understanding of the financial strategy of the Providence team. We are also happy with the "bucket fund"! We are much more "present" and informed in our venture with you than we were before. I am happy with clearly identified goals and strategies and our projected plan for quarterly checkpoints. We feel that we are now all aligned and much more informed about how we will get to where we want to be. That is the true benefit of this whole process and we are so grateful to have been a part of it."