Completing the Communication DNA Profile is the first step in the Financial DNA Discovery Process.

The Financial DNA Discovery Process is then made up of 4 stand-alone stages of profiles which progressively build on each other for more in-depth discovery of how you are uniquely "wired" to make life and financial decisions. This discovery provides the foundation for more effective communication, setting goals based on your life purpose, making more committed decisions and ultimately building a quality life. Each of these stages of profiles may be completed online or ordered through the Financial DNA Website.

Ideally, you should be facilitated through each stage of the process by your financial advisor or one of our Certified Wealth Mentors.