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Discover Your Financial Personality

Behavioral DNA

Know Your Natural Behaviors

Understanding Yourself

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.

One Size Does Not Fit All

Understand Your Financial Personality

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 managing emotional responses to these events
  • 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

Benefits of Discovering Your Behavioral DNA:

  • 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 good personal clarity to manage emotional reactions to life and financial events
  • Know your strengths and struggles to make committed decisions confidently

Research Shows

Experience and research show 93.6% of wealth creation or financial planning comes from your behavior and personal talents and 6.4% from investment management. (Source: The 93.6% Question of Financial Advisors, Meir Stateman, 2000)

Behavior and Personal Talents
93.6%
Investment Management
6.4%
“Slow down and enjoy life. It’s not only the scenery you miss by going too fast – you also miss the sense of where you are going and why.”

— Eddie Cantor, American comedian and actor