Financial DNA Personality Profiles

The Financial DNA (and related DNA personality) profiles are generally not for sale on a stand-alone basis. We strongly recommend that the Financial DNA Profile Reports are interpreted and facilitated by one of our Certified Wealth Mentors. The pricing of the Financial DNA personality profiles and services will depend on the service program being offered. The Financial DNA experience will be greatly enhanced through facilitation, enabling us to link your personally created Performance Plan to the core of who you are.

Our pricing is expressed differently in each country to reflect local currency and value.

For a summary of our profiles, please click here.

Communication DNA

The Communication DNA Profile uncovers your natural preferences for how you wish to be communicated with by others. This is powerful information for you to know and also for others to know in building personal and business relationships based on greater trust and knowing what is important.

The Communication DNA profile is FREE if taken through this website. We also have licensing packages for advisors, coaches, professionals and corporations to use with their client and learn how to tailor their information flows. This profile takes 2 to 5 minutes to complete online.

Click Here to Take the Profile

Core Life Motivations Profile

The Core Life Motivations Profile uncovers your natural (default) behavior, this is the key starting point for self-discovery, building relationships and commencing the financial planning process. This profile includes your risk profile, goal-setting, results and interaction needs, provides a reliable prediction of how you will consistently make life and financial decisions throughout life based on your inherent life motivations and perspectives. This profile takes 10 to 15 minutes to complete online.

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The Financial Directions Profile

The Financial Directions Profile uncovers 18 "strands" of your learned financial personality preferences.  The profile seeks to uncover your behavior in the current circumstances, delving deeper into your experiences, values and education in financial decision-making.  The profile reports recognize your financial planning motivations and behavioral portfolio allocation based on your risk profile. This profile takes 15 to 20 minutes to complete online.

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The Quality Life Insights Profile

The Quality Life Insights Profile uncovers the influences of your environment, passions, vision, values and your needs and wants on your life and financial decision-making. The insights from this profile will help you set goals with greater money clarity and build a quality life based on identifying your life purpose. This profile takes 60 to 90 minutes to complete (6 modules of 10 to 15 minutes each).

This also includes the Quality Life Financial Planning Workbook.

For purchasing information or to view a Sample Report, please contact us at This e-mail address is being protected from spambots. You need JavaScript enabled to view it