Testimonials

People from all over the world are becoming raving advocates for Financial DNA. Why?

I felt Understood

It Gave Me The Courage To Live My Dreams

I Was Liberated To Make Changes I Knew Had To be Made

I Gained Life and Financial Decision-Making Confidence

It Helped Me Build Life Meaning

I Have a New Framework To Build Relationships

I now Have a Formula To Build Wealth

Here is what a few people have said:

• “My family retreat in January went EXTREMELY well.  Everyone really loved the Financial DNA profiles.  The whole family is using their MUP cards when discussing business and family matters.  It was a huge hit.  I am administering it to several other families now as well.  It is a fabulous assessment instrument!”
  
  Tammy Surratt
  President, Legacy Wealth Group

• “Thank you very much for taking time out of your schedule to conduct the Financial DNA Workshop here at Texas Tech University.  I thoroughly enjoyed it.  It was very interesting to walk through the entire process.  I was quiet on the second day mainly because your workshop was forcing me to think about my future (long-term).  I have never really thought about my long-term goals, my passions, or my purpose in this life.  Thus, the workshop became a very emotional time for me.  It was a very beneficial learning experience for me.  I decided to go back through the workbook to fully process my thoughts.
  
  I needed this experience more than you know.  It really helped me understand myself & my fellow classmates.  My hope is that Financial DNA is incorporated into Texas Tech’s curriculum.  I truly believe that the more people, especially students, understand themselves & each other, the more productive we will be.
  
  Your work is fantastic & I hope you will do more workshops here at Tech again! Thank you so much again for your time, dedication to your work, & your help!”
  
  Jennifer Calvi
  Texas Tech University
  
  

• "Hugh Massie’s “Financial DNA – Quality Life” program was a tremendous success with our entire staff and students. Hugh’s teaching style is very affirming and he incorporated a multitude of participation activities that not only benefited each individual but further developed our team camaraderie. In learning each other’s profiles, we gained a greater appreciation for each other’s personal strengths. In addition, we had a hilariously fun time recognizing how we can better understand and appreciate each other’s strengths and what they contribute to the team. The day translated into our students and team developing more effective communication and greater awareness of the value of matching individual’s strengths to our ministry’s functional needs. We have drawn on these lessons many times since experiencing first hand Hugh’s insightful teaching."
  
  Nancy Alcorn
  President and Founder
  Mercy Ministries, Tennessee
  
  
  

• A client of George Vieth, one of our leading Wealth Mentors, recently made the following comments about her positive experience with the Financial DNA Discovery Process:
  
  "George had been my financial advisor for years, but our relationship took a turn after he introduced me to Financial DNA. We had always had good communication, but once the results were in from my profile, George was able to help me plan for my future in ways that actually worked with my personality and needs. There is so much "money-speak" in the business of financial advising that it is difficult not to enter into a relationship that is self-protecting by nature. After all, any advisor stands to make money from MY money. Financial DNA took the entire process many steps deeper. The conversation no longer just includes the P/E of the company, but how its presence in my portfolio makes sense to me. I am able to better understand what drives my own decision making and what my weaknesses might be in the process of investing. George can guide me around those pitfalls. After the stock market debacle of 2000 (or whenever it was), I have been able to rebuild my portfolio in a way that makes sense. For anyone looking to make money a means to an end, this is definitely the process I would recommend."

• "I want you to know that my wife & I have been experiencing some relationship issues lately, and I encouraged her to take the DNA as a possible tool to help us understand where our personality traits were positively intersecting and where they were clashing. So last night she took the DNA test and printed out the results, from which we spent the rest of the evening discussing & comparing each others' strengths and "challenges".
  
  Today, having thought a lot about the process, she came to me and said how happy she is that we took the Financial DNA because "it is so much cheaper than a marriage counselor and more specific & helpful". She's a Driver and I'm a Strategic Thinker, which turn out to be surprisingly compatible.
  
  Thought you would like to know."
  
  Name withheld

• "I would just like to say thank you for the inspiration you gave me to go back into teaching dancing.
  
  It had been my consuming passion for 20 years and because of your encouragement to follow my heart and use of the Financial DNA process, I gained the courage to leave my job and start fresh. I have purchased a dance studio and am definitely the right man in the right place at the right time.
  
  I believe I have the opportunity to make a difference to people's lives, by assisting them with finding their creativity. Perhaps I will be fortunate enough to help others to fulfill their dreams in the same way as you have helped me."
  
  Gordon Gilkes
  Principal
  North Shore Dance Studio, Sydney Australia

• "At Sentinel Wealth, we have found that Financial DNA provides not only accurate insights into the clients emotional requirements, but also provides a wonderful array of specific topics to discuss with the client allowing us to be crystal clear about who the client is and what they want from us. We use it with every client right at the beginning of our engagement process."
  
  Justin Hooper
  Managing Director, Sentinel Wealth Management

• "I wanted to share another successful Financial DNA story with you.  I met with clients (a couple) of mine yesterday who I have worked with for around six years now.  The purpose of the meeting was to go over the results of their Path 4 reports.  We had so much fun and I really got to know them better.  The reports didn’t reveal anything about them that I didn’t already know - they just made me feel very confident about my previous observations and gave my clients an “aha” moment that I really know them.
  
  My clients asked if I thought that my outlook was that of a typical Financial Planner.  I told him “no” but that my preferences work well to facilitate their goals and objectives.  He agreed with me and told me that this is the reason that the two of them have connected with me.  I then facilitated the two of them going online to complete their MUPs, we went to lunch and they agreed to open Individual 401k Plans and to roll over their 401ks from their previous employers! "
  
  Kimberley Holcomb,
  CFA, MBA, Wealth Advisor*
  Holcomb Wealth Management, Texas

• " I know that the PFPA (Personal Financial Planning Association) has already sent you a thank you letter, but I would like to take this opportunity to personally thank you for your time and effort.  I don't normally write a separate thank you letter, but I was so impressed with you and what you had to say, I wanted to personally let you know how much all of the students I spoke with enjoyed your discussion.  You are a very engaging speaker and you really made me want to learn more about the subject matter.  Although I have been very busy with finals lately I am very much looking forward to reading your book.  I wish you all the best."
  
  Joshua Mungavin,
  Student, PFPA Public Liaison
  Texas Tech University