Your Money DNA
What drives your financial behavior?
Your Money DNA is the lens through which you view your entire financial world. In influences how you earn, save, spend and invest your money.
Are you a Risk Taker, Spender, Saver, Avoider or Steward? When you create a financial plan based upon your money DNA, you are more likely to follow through on it. It will feel more natural and making better decisions with your money will become easier. We offer this as a complimentary service to couples and individuals who want to better understand themselves and each other.