Natural Behavior Discover Process

We are introducing a new program to learn more about the “financial behaviors” that affect our investment decisions and attitudes. We are sending a short quiz that would identify your personality traits and beliefs and create a report showing how they affect your approach to finances.


Please contact us to receive your Financial DNA Natural Behavior Discover Process questionnaires – one for each of you – to assess your “natural behavior.”  Completing this questionnaire is completely optional, but I hope you will each answer the questions and return them to me for analysis.  The Financial DNA system will take your answers and compile reports showing your individual results and compare your results as a couple.


The questionnaire is meant to be completed fairly quickly, within 15 to 30 minutes, so do not worry too long over any one question! There is no correct answer or passing grade. 

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