Why Discover Your Financial DNA Personality Profile?

Successful financial planning is about how you manage your behavior. Experience and research shows 95% of successful financial planning comes from your behavior and 5% from investments.

By participating in our internationally recognized Financial DNA Discovery Process we can transform your financial planning into an inside out experience. By understanding your Financial DNA personality you will be able to more confidently make the right life, financial and investment choices. Further, with this deeper knowledge of who you are we can help you personally and financially grow by developing a healthier relationship with money.

Our belief is that you are more than your money.

A significant differentiation of our methodology is that we uncover all dimensions of your financial personality as it relates to life and financial decision-making, and not just your risk profile. Your risk profile is important however, it is only one dimension. Further, our Financial DNA personality profiles are uniquely structured to reliably predict your natural DNA behaviors at an unparalleled level of depth, and then align them to all aspects of your life and financial decision-making.

It is never too early nor too late to discover who you are and learn to make committed decisions for your life. Certainly, at any time you are making a major life or financial decision, knowing your Financial DNA will be a foundational first step. Ultimately, how you manage your behavior will determine your financial planning success and in life overall.

Knowing the Financial DNA of your spouse, family members and business associates will also be an important step for learning to effectively communicate with them and to achieving alignment for your financial and life decisions.

The Financial DNA Discovery Process offers a new perspective for thinking about financial matters and provides a fresh approach with a uniquely structured set of financial personality profiles to help you make the right choices to create a quality life for yourself.

Regardless of your age, culture or financial status, discover your "Financial DNA" by completing our internationally recognized Financial DNA personality profiles and participate in one of our life changing Quality Life Programs. In these programs our Certified Wealth Mentors will liberate and guide you to build greater wealth and a quality life based on:

Greater self understanding
More effective communication
Life purpose goals
Tailored behavioral portfolios
Taking control of your life and money

The Underlying Philosophies of Financial DNA

Financial DNA has been developed with the following philosophies which mean understanding your Financial DNA personality is foundational:

Life is a constant journey of discovery as you develop and experience transitions.
Your financial decisions are completely integrated with your life decisions.
Many of your financial choices follow your natural behavioral style and inherent life attitudes.
Financial success comes from managing your emotions which firstly means knowing yourself.
Objective behavioral discovery will help you more clearly see your "blind-spots".
Financial planning is a constantly evolving process because your life undergoes changes.
Your financial decisions must always be made in the context of providing balance between your life and money.
The balance between your life and money will come from managing your behavioral strengths and struggles.
The quality of your relationships will impact your financial decisions.
You will find it difficult to make committed decisions without discovering your life purpose.
Your investment portfolio should be developed from the "inside-out" recognizing your behavioral risk profile.

Participating In The Journey With Us

Our Certified Wealth Mentors have been trained to join you as a long-term guide on this discovery journey. The wealth mentor will not only be your financial advisor but also your coach, educator, leader and sounding board. These professionals are uniquely able to help you navigate key decisions to balance your life and money, and then make committed financial and estate plans. This will be financial planning truly experienced from the inside-out!!