Resource Partners

A Unique Quality Life Financial Planning Solution For You
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- 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.
- The benefits for CFPN Members in using Financial DNA® are:
- 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
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Local Communities
AL, Birmingham
AZ, Phoenix
CA, Fresno
CA, Orange County
CA, Los Angeles/Ventura
CA, San Diego
CA, San Francisco/Bay Area
CO, Colorado Springs
CO, Denver
CO, Fort Collins
FL, Gulfcoast
FL, Jacksonville
FL, Naples
FL, Orlando
FL, Tampa (North)
FL, Tampa (Pinellas County)
FL, West Palm Beach
GA, Atlanta
GA, Savannah
GA, Statesboro
HI, Honolulu
IN, Indianapolis
IN, West Lafayette
IL, Chicago
KY, Kentuckiana/Louisville
KY, Lexington
MI, Detroit
MI, Grand Rapids
MO, Kansas City
MN, Bemidji
MN, Minneapolis/St.Paul
NC, Asheville
NC, Charlotte
NC, Hickory
NC, Raleigh/Durham
NC, Winston-Salem
NJ, Ocean CIty Area
NM, Albuquerque
NV, Las Vegas
OH, Cleveland
OH, Columbus
OH, Toledo
OK, Tulsa
OK, Oklahoma City
OR, Portland
SC, Columbia
SC, Greenville
SC, Spartanburg
TN, Chattanooga
TN, Johnson City
TX, Dallas
TX, Houston
TX, Tyler
WA, Seattle
WA, Spokane
Premier Corporate Partners
OneAmerica Financial Partners, Inc.
Stewardship Partners
Wells Real Estate Funds
Premier Ministry Partners
Evangelical Christian Credit Union
Crown Financial Ministries
Generous Giving
Ministry Partners Investment Corporation
National Christian Foundation
Community Groups
Attorneys
Biblically Responsible Investing
Business Succession
Charitable Planning
Development Officers
Large Broker-Dealer
Mortgage Professionals
Resource Partners
Kingdom Advisors Resource Partners
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