| The Financial DNA Sample Reports |
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 -
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.
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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 ReportThe 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.