Quality Life Performance Plan Workbook

The Quality Life Performance Plan Workbook provides a highly structured framework to help the investor and the advisor document their Financial DNA Discovery based on the Financial DNA profiles. Then use this information to build an actionable plan based on life purpose goals for achieving Quality Life Performance. The workbook contains the questions and exercises necessary to help you self discover what is a Quality Life for you.

Also, the Quality Life Performance Plan Workbook can be used to measure progress on achieving your Quality Life Goals and to provide a Quality Life Decision-Making Framework for making major life and financial decisions.

The Quality Life Performance Plan is directly linked to the 6 Pillars of DNA Performance and is facilitated through 24 modules.

To learn more about our complete DNA Quality Life Curriculum, please click here.

For purchasing information or to view a Sample Workbook, please contact us at This e-mail address is being protected from spambots. You need JavaScript enabled to view it