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Which order do I schedule Financial DNA Processes?

Last Updated: Mar 23, 2017 11:09AM EDT
On April 7, 2017 the Certified Wealth Mentor experience received a major enhancement. Below is the client experience that we recommend for investors wishing to participate in the Wealth Mentor experience.
 
Order Discovery Process Name Report provided to the client
1 Communication DNA Consumer Report
2 Natural Behavior Financial DNA Summary Report
3 Goals Discovery Goals-Based Investing Report
4 Learned Behavior Learned Behavior Summary Report
5 Quality Life Discovery Quality Life Performance Report
6 Quality Life Planning Quality Life Planning Report
 

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