About the Financial DNA^® Profiles

The 3 stages of the Financial DNA Profiles are set out in the summary below. To review sample profile reports, please email us.

Your complete Financial DNA is fully laid out in the Financial Behavior Analysis which results from completing BOTH the:

Stage 1: The Core Life Motivations Profile which reveals the natural behavior measured in 8 primary factors and 24 sub-factors. This profile takes 10 to 15 minutes to complete online; and

Stage 2: The Financial Directions Profile which reveals the learned financial behaviors and preferences measured in 18 "strands" and 63 sub-strands. This profile takes 15 to 20 minutes to complete online.

Please refer below for an illustration of the Financial DNA information uncovered.

The Financial Behavior Analysis will provide comprehensive information on your financial and life decision-making motivations. In addition, it will tell you areas where you could better balance your life and money.

The Behavioral Portfolio Allocation Report will provide an analysis of your risk profile and "inside-out" portfolio developed from your financial behaviors.

Stage 3: Quality Life Insights Profile

The third stage of the process involves quality life goal visioning through completion of the Quality Life Insights Profile. There are 6 sections to the profile that can be completed independently or one at a time. Each section takes 5 to 15 minutes to complete.

The outcome is further in-depth discovery of specific aspects of your unique Financial DNA as it relates to building a quality life and implementing a Quality Life Financial Plan. This provides a complete platform to realize inherent potential in your life and finances. Depending on your needs these profiles are completed individually or a number are completed together.  To learn more about the Quality Life Insights Profile, click here.

To purchase our profiles, please click here

For more information on how the Financial DNA Discovery Process works, please click here.

To view sample profile reports and analytical information, please email us at This e-mail address is being protected from spambots. You need JavaScript enabled to view it