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Resource Partners

A Unique Quality Life Financial Planning Solution For You

Financial DNA Resources is a leading international wealth mentoring business that specializes in human behavioral discovery. Through a range of unique wealth mentoring programs we guide our clients to build a quality life by helping them to integrate their behavior, life, relationships and money with their unique god given plan.
The starting point in the process is to help people discover their unique financial personality code ...their Financial DNA^®

This is achieved by integrating the Financial DNA^® program into the financial planning process through:

a powerful three-stage series of behavioral assessments, starting with the client's naturally motivated "hard-wired" behavior;
inspirational wealth mentoring programs; and
transformational human capital development services.

Clients are better understood, leading to trust and long term relationships;
A framework is established to motivate clients to act;
Expectations better managed leading to mitigation of risk;
Differentiation of your brand as “client-first,” supported with a sustainable process;
Advisor - client suitability;
Increased transferability and value of the business through better documentation of who the clients are and more bonded advisor/client relationships;

The benefits for clients of CFPN Members from participating in Financial DNA^®:

Liberation in self understanding to make empowered decisions;
Goal clarity from greater discovery of their values and the right decision-making drivers
The ability to make committed decisions by balancing emotions with rationality;
Greater clarity of life purpose to live according to their unique life plan;
Understanding differences leading to aligned relationships with others – partner, family, business associates.

The first step to experiencing the Financial DNA Discovery Process is to complete the Financial DNA^® Path 4 and 6 profiles. These profiles will provide a clear understanding of how Financial DNA^® can help you build a relationship with your clients through understanding how they are uniquely hard wired to make financial decisions.
The Financial DNA^® profiles are offered through a distribution agreement with Wells Real Estate Funds, a founding corporate partner of CFPN. CFPN has negotiated a special price of $75 for each Financial DNA^® Path 4 and 6 profile, a $20 savings off of the retail price.
Log In to the Members Area to begin the Financial DNA^® Discovery Process. In addition, there are Financial DNA training programs which you can participate in. Please visit www.financialdna.biz