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.