FINANCIAL DNA

Financial DNA is a proprietary solution for comprehensively and reliably discovering all dimensions of a client’s financial personality for making life and financial decisions based on extensive behavioral finance research. The end result is an improved goals-based financial plan for clients.The objective of using the Financial DNA Discovery Process is to help advisors and investor clients determine what life and financial decisions should be made by closing the behavioral management gap that exists between who they are, what they do, what they do and what they have. Further, the process provides a highly structured and tangible framework for delivering services and behaviorally managing the client on an ongoing basis.