Anticipation Stage Planning The process of preparing for a predictable financial and life changing event By Joan M Gagnon, Senior Wealth Consultant, Genesis Wealth Advisors, LLC September 28, 2014 We have all heard stories about how a significant change in personal finances seems to change just about everything else in our lives. Expected or not, [...]
Everyone has his or her own unique Financial DNA® . The way you handle money, and your financial goals for the future, is your own. No one does things exactly the same way, and no one else thinks exactly the same way, that you do. So why should you settle for a financial plan that tries to fit you into a pre-determined profile?
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When you understand yourself, and your relationship with money, you are more likely to stick with a plan. Instead of trying to conform to someone else’s strategy, we provide you with the tools you need to create an approach that you can stick with.
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Learn about your Financial DNA, and use that knowledge to your advantage. Our wealth mentors and advisors can aid you on your journey to a successful financial future.
Call 1-800-245-7526 or email us at email@example.com, simply provide us your full name and email address and we’ll send you a link to the Financial DNA® questionnaire along with a username and password.
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