The Financial DNA Sample Reports
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Welcome to Financial DNA! Our goal is to “know, engage and grow” you by providing a customized lifelong financial planning experience based on who you are.
Financial DNA is a validated financial personality discovery system that is used to objectively reveal your unique behaviors and preferences for more confidently making the right life and financial decisions. Our philosophy is that your life and financial choices are completely integrated and directly impact each other. Ultimately, sustainable performance is driven by your behavior.
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 PerformanceTM - click here.
View our Sample Reports below.
- Communication DNA
The Communication DNA Discovery Process 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 Discovery Process 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.
View Sample Report
Click
Here to Complete the Communication DNA Discovery Process
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Quality Life Discovery
The
Quality Life Discovery Process uncovers 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.
DNA Quality Life Performance Report
DNA Quality Life Planning Report
My Life Purpose Worksheet
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Financial DNA Natural Behavior Discovery
2 Page Summary Report
Providing insights on each dimension of the DNA Solutions for Financial Planning Performance, including: DNA Relationship Performance, DNA Quality Life Performance and DNA Financial Performance
The
Financial DNA Natural Behavior Reports uncover 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.
Financial Planning Report
The
Financial Planning Report includes insights into your natural risk
tolerance, goal-setting style, results and relationship needs. Providing
key behavioral insights into how you naturally approach the financial
planning process.
To view additional Financial DNA Natural Behavior Reports, Click Here.
- Financial Personality Discovery
This
discovery process seeks to uncover your risk tolerance and all of your
financial behavior and preferences in the current circumstances, delving
deeper into your life experiences, values and education in financial
decision-making. Further, and
most importantly, the process reveals your predictable natural DNA
Behaviors and preferences which instinctively take over when you are
under pressure and strongly influence decisions when there are major
life and financial events. The key point is that the natural DNA
Behaviors do not change during your lifetime and are therefore critical
to building long-term financial plans and investment portfolios.
DNA Financial Performance Report
The
DNA Financial Performance Report provides key behavioral insights for
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 and predicted natural
behaviors which remain stable throughout your life. This report is very
powerful for reviewing your financial attitudes and managing your
decision-making on a long-term basis.
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.
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