About the Financial DNA Profiles

The foundation of our unique methodology to Quality Life Performance Planning is having both the client and advisor complete our internationally recognized Financial DNA Personality Profiles. Our profiles provide differential insights to DNA Behavior which enhance the opportunities for transforming how investors, families and advisors make life, financial and investment decisions.

The differentiation of our financial personality discovery is having the ability to reliably predict how decisions are influenced by both a person's:

• Natural DNA behavior; and
• Personal and financial motivations

With our Financial DNA profiling systems approach we are able to utilize strategic behavioral insights to help investors and families build tailored Quality Life Performance Plans to better guide them in making the right choices for a Quality Life. For advisors, the profiles assist in providing a customized client centered service experience.

Further, the power of the Financial DNA Personality profiles for improving Quality Life Performance is that they provide investors and families with greater self understanding which gives them increased confidence and emotional commitment to their decisions. For the advisors, the profiles enable them to emotionally engage with their clients by having a deeper understanding of them.

We offer an extensive range of Financial DNA Solutions that leverage the behavioral insight to build Quality Life Performance in key areas such as communication, financial decision-making, life purpose, family succession, couple compatibility, executive work life balance, entrepreneurial productivity, youth development and planned giving.