Financial DNA Personality Profile Packages
In order to make the Financial DNA discovery journey more meaningful and focused on specific outcomes we have developed the following Financial DNA personality profiles. These packages include a combination of the Financial DNA personality profiles, application tools and facilitation services. Click on the links below to select the profile package that you would like to purchase.
The Financial DNA (and related DNA personality) profiles are generally not for sale on a stand-alone basis. We strongly recommend that the 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 with facilitation as then who you are will be better connected to your life and financial planning.
Our pricing is expressed differently in each country to reflect local currency and value.
For a summary of our profile packages, please click here.
Financial Success Impediments ReviewTM
The Financial Success Impediments ReviewTM focuses on identifying your life and financial successes and those areas where you specifically get in the way of your own success based on your struggles, otherwise known as your financial "blind-spots". In this review we address three main areas which have a direct impact on your financial life success: 1)Your Financial Behavior 2)Your Advisor's Behavior, and 3) Market and Environmental Conditions.
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Behavioral Portfolio Allocation Package
Learn how your financial personality style connects to your investment portfolio. We will provide you with a Financial Behavior Analysis and an "Inside Out" Behavioral Portfolio Allocation based on your natural and learned risk profile and financial behaviors. This will form the foundation of your financial planning and investment policy statement. The benefit is that your investment and financial decisions will be aligned to who you are, your emotional comfort levels and education. This will lead to more committed long-term decisions. You will need to complete the Financial DNA Core Life Motivations Profile and the Financial Directions Profile.
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Life Purpose Discovery Package
Having clarity of your life purpose will help define your relationship to money. This provides the foundation for setting and prioritizing the goals to which you can be truly committed to. Those who are able to articulate their goals are much more likely to reach them. You will need to complete the Financial DNA Core Life Motivations Profile and the Quality Life Insights Profile, and follow the structured process set out in the Quality Life Financial Plan Workbook. This process will draw out the behavioral and life influences which are motivating your purpose and hence your goals. The greater clarity will now dramatically accelerate the financial planning process and enable much clearer alignment of the "numbers" to you.
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Quality Life Foundations Package
Learn how your financial personality style and life purpose connects to the building of a "Quality Life". This package will help you discover your life purpose for setting goals and then also build a Behavioral Portfolio Allocation so that you can make more committed investment decisions. The result will be a comprehensive financial planning foundation for building a financial plan aligned to who you are. You will need to complete the Financial DNA Core Life Motivations Profile, Financial Directions Profile, the Quality Life Insights Profile, and follow a structured process set out in the Quality Life Financial Plan Workbook.
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To Purchase Individual Profiles, Click Here
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