Financial DNA^® Profiles and Reports

Communication DNA^® Profile

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. 

Click Here to Take the Communication DNA Profile

Financial DNA Core Life Profile

Our "quick, simple and deep" Core Life Profile takes just 10 to 15 minutes to complete and response from our clients worldwide is great.

The 8 page Financial Planning Report is the first and foundational report which participants receive - produced upon completion of the Financial Planning Profile.

Providing key behavioral insights into how you naturally approach the financial planning process.

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Financial Directions

The Financial Directions Profile uncovers 18 "strands" of your learned behavior and financial preferences, delving deeper into your experiences, values and education in financial decision-making. This profile, along with the Financial DNA Core Life Motivations profile, enables a more complete analysis of your Financial DNA to be revealed. The Financial Behavior Analysis and Inside Out Portfolio that is prepared as a result will form the basis of your financial plan and investment policy statement.

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Quality Life Insights
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 and build a quality life based on identifying your life purpose.

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