Your Behavioral DNA

Research and experience shows that the best means of creating lasting wealth is to understand yourself, and then tailor a financial strategy suited to your complete financial personality – your “Behavioral DNA”.

 

This includes not only your risk tolerance but also all of your predictable, natural DNA behaviors and preferences which instinctively take over when you are under pressure and strongly influence your decisions.

Behavioral DNA Client Discovery Process

  • Adapt your communication to every personal interaction
  • Unlock blockages to effective decision-making through open communication with your advisors and family members
  • Confidently choose between the many options in your life
  • Create sufficient time to live a quality life and the time capacity to build your wealth
  • Design a roadmap for the next stage of your life journey
  • Obtain sufficient personal clarity to manage emotional reactions to life and financial events
  • Know your strengths and struggles to confidently make committed decisions

Why discover your Behavioral DNA?

  • Your Behavioral DNA is at the Core of Life and Financial Decision-Making
  • Your natural DNA Behavior drives how you uniquely respond to life and financial events.
  • Successful wealth creation is about how you manage emotional responses to these events.
  • Experience and research shows 95% of wealth creation comes from your behavior and personal talents and 5% from investments.
  • Building a quality life requires the self awareness and confidence that comes from knowing who you are so that you can balance your emotions and rationality with every decision made.

Click the image below to discover your Behavioral DNA!

Money is a good servant but a bad master

— Sir Francis Bacon