The Financial Directions Profile

The Financial Directions Profile uncovers 18 "strands" of your learned financial personality preferences which are foundational to your financial and investment planning.  The profile seeks to uncover your behavior in the current circumstances, delving deeper into your experiences, values and education in financial decision-making.  The profile reports recognize your financial planning motivations and behavioral portfolio allocation based on your risk profile.

The reports that you will receive are:

• A Behavioral Investment Policy Statement which is prepared with your Wealth Mentor to establish your investment objectives, process and policies applicable to your investment portfolio based on your financial personality.
• A Behavioral Portfolio Report which provides key behavioral insights for the building of your investment portfolio.
• A Financial Behavior Analysis report which provides an in-depth analysis of your Financial DNA based on your current preferred financial behaviors and predicted natural behaviors. This report is very powerful for reviewing your financial attitudes.

This profile takes 15 to 20 minutes to complete online. For purchasing information or to view a Sample Report, please contact us at This e-mail address is being protected from spambots. You need JavaScript enabled to view it .