Communication Style, Quality Life Goals, Life Purpose, Financial Personality, Risk Tolerance, Investment Policy Statement, Advisor-Client Matching

We provide the following DNA Financial Planning Performance facilitation services for advisors who require independent facilitation for their clients and family members. Each of these Facilitation Services is designed to help your clients more confidently make the right choices to improve their Financial Planning Performance. These facilitation services include a combination of the 4 DNA Behavior Discovery Processes, application tools and facilitation to address the 6 Pillars of DNA Financial Planning Performance. Click on the links below to select the facilitation service that you would like to purchase.

Facilitating the 6 Pillars of DNA Financial Planning Performance

DNA Quality Life Performance Facilitation

DNA Financial Performance Facilitation

DNA Comprehensive Wealth Mentoring