Financial DNA Profiles

The Financial DNA Profiles

For a summary of our profiles, please click here.

For a summary on using the Financial DNA Profiles, please click here.

Download our Inside Out Financial Planning Program Outline, click here.

Communication DNA

The Communication DNA Profile 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 profile 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.

Click Here to Take the Communication DNA Profile

Core Life Motivations

The Core Life Motivations Profile uncovers your natural (default) behavior, which is the key starting point for self-discovery, building relationships and commencing the financial planning process. These profiles provide a reliable prediction of how you will consistently make life and financial decisions throughout life based on your inherent life motivations and perspectives.

Financial Planning Report

Providing key behavioral insights into how you naturally approach the financial planning process.

Financial Planning Risk Management Report

Providing key highlights of your natural "blind-spots" and steps to manage them.

Wealth Mentoring Report

Providing in-depth behavioral information to guide you in building your relationship with money and enhancing your quality life.

Comparison Report

Providing key insights into how you can build a sound relationship together.

Group Report

Providing highlights of the key similarities and differences in the natural behaviors of group members.

Financial Directions

The Financial Directions Profile uncovers 18 "strands" of your learned behavior and financial preferences, delving deeper into your experiences, values and education in financial decision-making. This profile, along with the Financial DNA Core Life Motivations profile, enables a more complete analysis of your Financial DNA to be revealed. The Financial Behavior Analysis and Inside Out Portfolio that is prepared as a result will form the basis of your financial plan and investment policy statement.

For More Information and to View a Sample Report, Click Here

Quality Life Insights

The Quality Life Insights Profile uncovers the influences of your environment, passions, vision, values and your needs and wants on your life and financial decision-making. The insights from this profile will help you set goals and build a quality life based on identifying your life purpose.

For More Information and to View a Sample of the Profile, Click Here