| The Financial DNA Core Life Motivations Profile |
Our "quick, simple and deep" Core Life Motivations 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 Core Life Motivations Profile.
Providing key behavioral insights into how you naturally approach the financial planning process.
Additional Core Life Motivations Reports:
If the participant wishes to learn more about their natural behaviors, they may then access the "Risk Management Report". Further, there is also a "Wealth Mentoring Report" which provides more in-depth behavioral insights.
Financial Planning Risk Management Report
Providing key highlights of your natural "blind-spots" and steps to manage them.
Providing in-depth behavioral information to guide you in building your relationship with money and enhancing your quality life.
Providing key insights into how you can build a sound relationship together.
Group Reporting
Providing highlights of the key similarities and differences in the natural behaviors of group members.
Learn More...
Download our Inside Out Financial Planning Program Outline, click here.
Read Hugh Massie's article, "Know the Client, Do the Plan"
Download the Core Life Motivations Brochure for information on Key Features
If you would like to
learn more or are interested in obtaining the Core Life Motivations profile, please email us:
inquiries@financialdna.com