Did you know that research shows 95% of wealth is created from your behavior and 5% from your investments? By spending just 1 hour of time completing the online Financial DNA Discovery Process you can gain valuable insights and strategies on those strengths and struggles that are influencing your success. Download our introduction to Discovering Your Financial DNA for Building Financial Planning Performance^TM - click here.

Roll-out of DNA Discovery for Advisors
Advisors typically roll-out the DNA Discovery Solutions in different levels of depth, depending on their service model.

View our Sample Reports below. 

1. Communication DNA
   
   The Communication DNA Discovery Process involves completing 12 questions which takes 2 to 5 minutes. The report reveals 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. 
   
   We also have licensing packages for advisors, coaches, professionals and corporations to use with their client and learn how to tailor their information flows. 

   View Sample Report
   
   Click Here to Complete the Communication DNA Discovery Process
   
   

2. Financial DNA Introduction (Natural Behavior Discovery)
   

   The Financial DNA Natural Behavior Discovery Process involves completing 46 questions which takes 10 to 15 minutes to complete.
   
   The Financial DNA Natural Behavior Discovery Process uncovers 8 primary factors and 24 sub-factors of your natural (default) DNA behavior. Your natural DNA Behavior 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 knowledge is foundational for self-discovery, building relationships and enhancing your capability to make life and financial decisions.
   
   To start with you will receive a 4 page Financial DNA Natural Behavior Summary Report providing an “all in one” multi-dimensional reporting of your natural behavior in the following 5 core areas:
   
   1.    Natural behavior strengths, struggles and communication keys for managing decision-making
   2.    Quality Life Behavioral Attitudes for goal setting
   3.    Financial Planning Insights for building the financial plan.
   4.    Natural Behavior Investment Portfolio Parameters based on Risk Propensity and Risk Tolerance
   5.    Advisor-Client Matching for relationship building
   

   4 Page Summary Report
   
   To view additional Financial DNA Natural Behavior Reports, Click Here.
   
   

3. Financial DNA Wealth Mentoring
   

   Financial DNA Wealth Mentoring involves completing additional levels of Relationship, Quality Life and Financial Personality Discovery to provide a far more in-depth analysis of who you are for building an enhanced relationship, guiding you to set life purpose goals and build a more robust financial plan and investment policy statement.
   

   The Financial DNA Wealth Mentoring steps require completion of your Communication DNA and Financial DNA Natural Behavior Discovery as outlined above.  In addition, you will complete the Quality Life and Financial Personality discovery steps outlined below. The Financial DNA Natural Behavior insights are integrated to your Quality Life and Financial Performance Reports.
   

   

   Quality Life Discovery

   The Quality Life Discovery Process involves rating your life in 8 key areas across 80 items and takes 20 to 30 minutes to complete.
   
   The Quality Life Performance Report reveals Quality Life drivers that, in addition to your financial behaviors, are core to your life purpose and setting your Quality Life Goals. This process is foundational to building Quality Life Performance. The key 8 areas (80 attributes) uncovered are life purpose, career, finances, health and recreation, community, relationships, confidence and wisdom.
   
   In addition, you may take an additional 10 to 15 minutes to complete the Quality Life Planning Discovery for helping uncover your passions, vision, values and needs and wants.
   

   DNA Quality Life Performance Report
   

   DNA Quality Life Planning Report
   
   My Life Purpose Worksheet
   
   Financial Personality Discovery
   
   The Financial Personality Discovery Process involves completing 29 questions and takes 20 to 30 minutes. The discovery process seeks to uncover at a much greater level of depth your risk taking behavior and all of your financial behavior preferences in the current circumstances, delving deeper into your life experiences, values and education in financial decision-making.  The objective is to uncover your complete financial personality (ie your Financial DNA) which is an integration of your learned financial preferences and natural behaviors.
   
   DNA Financial Performance Report
   
   The DNA Financial Performance Report reveals 18 “strands of your financial personality, including a deeper review of your risk taking behaviors, which influence the building of your financial plan and investment portfolio. In addition, it will provide an in-depth analysis of your financial personality (i.e. your Financial DNA) based on your current preferred financial behaviors which change from time-to-time compared to your predicted natural behaviors which remain stable throughout your life. This information then becomes very powerful for reviewing your financial attitudes and managing your decision-making in the current circumstances and then on a long-term basis.
   
   Behavioral Investment Policy Statement
   The Behavioral Investment Policy Statement is prepared with your Wealth Mentor to establish your investment objectives, process and policies applicable to your investment portfolio based on your financial personality and life purpose goals.