The objective of this process is to assist investors in the process of identifying, setting their own personal goals and work with their advisor to achieve them. This process covers all areas of goals spanning from health to wealth. Below are the six (6) categories of goals available for the investors to choose from.
- Career & Business
The Goals Discovery contains 64 items spanning 6 sections. When completing the process, the participants choose 3 items from each section, selecting a total of 18 goals. After identifying their 18 goals, the participants are then guided through a process to classify each goal as either 1) a Need or a Want and 2) is Short-Term or Long-Term goal.
Below is a video to watch a full walk through of the Financial DNA Experience: