Financial DNA

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What is Financial DNA®?
Financial DNA® is a revolutionary concept in financial planning that was developed over the last 20 years by Hugh Massie, a strategic advisor and entrepreneur. It is designed to help you to better understand yourself, in order to make the right decisions about your financial future. The concept is simple- smart behavior leads to smart decisions. Financial DNA® takes an inside-out approach to planning. It accounts for your natural (hard-wired) behaviors that have been shaped in the first three years of life, and marries those tendencies with your learned financial behaviors and preferences.

At Zito Financial, we believe the business relationship we develop with clients cannot thrive unless there is a personal understanding of what our clients are passionate about, what their risk tolerances are, and what kind of personality profile they may have. We also know that having a better understanding of these nuances will allow us to tailor a financial plan that is best suited for each individual client. We use Financial DNA® as a method for understanding not only our clients’ investment habits and needs, but also to examine our ability to effectively communicate with them.

The Communication DNA® Profile provides detailed insight into your natural communication style, and your preferences when communicating with others. To complete your Communication DNA® Profile, click here.

To complete your Financial DNA® Profile, click here, complete the profile, print it out and set an appointment with our office at 480.663.3116.

To learn more about Financial DNA®, visit their website at www.FinancialDNA.com.