How the Financial DNA Discovery Process Works

The starting point with Financial DNA is to objectively discover the core of who you are based on your natural DNA behavior and then also your learned financial personality preferences. We approach this by using the Financial DNA Discovery Process.

The Financial DNA Discovery Process is made up of 3 stand-alone stages of personality profiles which progressively build on each other for more in-depth discovery of how you are uniquely "wired" to make life and financial decisions. This discovery provides the foundation for more effective communication, setting goals based on your life purpose, a behavioral portfolio allocation based on your risk profile, and quality life financial planning. Each of these stages of Financial DNA personality profiles may be completed online or ordered through this website.

Ideally, you should be facilitated through each stage of the process by your financial advisor or one of our Certified Wealth Mentors.

Stages In The Process

The components for each of the 3 stages of the Financial DNA personality tests and how they are used for specific applications and purposes are explained below. Specific packages of Financial DNA personality tests can be purchased for each application.

To purchase profiles or a package of profiles, please click here.

If you would like to view an example of our profiles and reports, please This e-mail address is being protected from spambots. You need JavaScript enabled to view it .


Financial DNA Discovery Overview