How it works

Start the Financial DNA journey by using our unique, proprietary, web-based Natural Behavior questionnaire to identify the core of your client’s financial personality. Natural Behavior is a 46-question Forced-Choice questionnaire and only takes clients about 10 minutes to complete. Then, after that, you can have your client participate in further discovery processes to learn more about their Learned Behavior and Quality Life Goals.

  • Advisor & Client Communication Styles

  • Behavioral Biases

  • Risk Profile