Financial DNA
Financial DNAź is a discovery program, a relationship builder, a journey to greater wealth creation.
Financial DNAź is a comprehensive financial life planning process for liberating the future of advisors and investors by linking their wealth and relationships to their core self.
The Financial DNAź Discovery Process has been developed by the Financial DNAź Resources division of The Coddington Group over the past 4 years to revolutionize the wealth creation process for investors, families, and their advisors.
The process expands the provision of professional and financial advisory services through the incorporation of human behavioral awareness and the overall development of human capital for greater wealth creation. In effect it deepens client discovery by a greater understanding of their wealth creation drivers and behavioral style and makes advisors more effective through greater awareness of human behavioral dynamics.
Through a uniquely designed and non-threatening series of comprehensive behavioral assessments, education programs and facilitation tools, the Financial DNAź Discovery Process objectively predicts your human behavioral preferences and tendencies for financial decision-making. The process has been structured to blend your life journey into a wealth creation plan and this starts with uncovering your unique financial personality.
For more information please Email info@leharegroup.com
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