How it works

Start the Financial DNA journey with 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 assessment and takes about 10 minutes to complete. Insights provided include:

Then, for a more robust, well-rounded profile, further discovery processes are available to provide even more about a client’s Learned Behavior and Quality Life Goals.