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Financial DNA

Rick Helbing
Rick Helbing

The document describes a Financial DNA Client Discovery Process to help clients understand their complete financial personality and how it influences their decision-making. The three-step process involves: 1) discovering a client's financial personality and how it drives responses to life and financial events, 2) identifying goals for building quality of life performance, and 3) unlocking blockages to effective decision-making through open communication. The goal is to help clients confidently make financial decisions by understanding their natural behaviors and how to manage emotional reactions.

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FINANCIAL DNA CLIENT DISCOVERY PROCESS Research and experience shows that the best means of creating lasting wealth is to understand yourself, and then tailor a financial strategy suited to your complete financial personality your Financial DNA. This includes not only your risk tolerance but also all of your predictable, natural DNA behaviors and preferences which instinctively take-over when you are under pressure and strongly influence decisions. Financial DNA Client Discovery Process will: STEP 1 for Building Financial and Investment Plans Financial Personality Discovery for building Financial Performance to live a Quality Life DNA RELATIONSHIP PERFORMANCE for Communications Communication DNA Discovery to engage others and tailor Communication for enhancing Relationship Performance STEP 2 Quality Life Discovery to identify your life purpose and set goals for building Quality Life Performance DNA QUALITY LIFE PERFORMANCE for Setting Goals Unlock blockages to effective decision-making through open communication with your advisors and family members DNA FINANCIAL PERFORMANCE Adapt your communication to every personal interaction STEP 3 Confidently choose between the many options in your life Create sufficient time to live a Quality Life and the time capacity to build your wealth Design a roadmap for the next stage of your life journey Obtain sufficient personal clarity to manage emotional reactions to life and financial events Know your strengths and struggles to confidently make committed decisions Why Discover Your Financial DNA? Your Financial DNA is at the Core of Life and Financial Decision-Making Your natural DNA Behavior drives how you uniquely respond to life and financial events. Successful wealth creation is about how you manage emotional responses to these events. Experience and research shows 95% of wealth creation comes from your behavior and personal talents and 5% from investments.* Building a Quality Life requires the self awareness and confidence that comes from knowing who you are to balance your emotions and rationality with every decision made. *The source is: The Leavey School of Business, Santa Clara University Rick O. Helbing CFP速, ChFC Mailing address: 15 Paradise Plaza #354 Sarasota, FL 34239 25 YEARS+ OF DEDICATED SERVICE Office address: 1911 N. Lakeshore Dr. Sarasota, FL 34231 941.375.7320 office 941.320.5532 cell rick@suncoastadvisorygroup.com www.suncoastadvisorygroup.com www.freshfinancialideas.com SOMEDAY BEGINS TODAY Connect with Rick! Rick O. Helbing is a Registered Representative with, and securities offered through LPL Financial, member of FINRA/SIPC. Investment advice and advisory services offered through Suncoast Advisory Group, a registered investment advisor and separate entity from LPL Financial.

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Financial DNA

  • 1. FINANCIAL DNA CLIENT DISCOVERY PROCESS Research and experience shows that the best means of creating lasting wealth is to understand yourself, and then tailor a financial strategy suited to your complete financial personality your Financial DNA. This includes not only your risk tolerance but also all of your predictable, natural DNA behaviors and preferences which instinctively take-over when you are under pressure and strongly influence decisions. Financial DNA Client Discovery Process will: STEP 1 for Building Financial and Investment Plans Financial Personality Discovery for building Financial Performance to live a Quality Life DNA RELATIONSHIP PERFORMANCE for Communications Communication DNA Discovery to engage others and tailor Communication for enhancing Relationship Performance STEP 2 Quality Life Discovery to identify your life purpose and set goals for building Quality Life Performance DNA QUALITY LIFE PERFORMANCE for Setting Goals Unlock blockages to effective decision-making through open communication with your advisors and family members DNA FINANCIAL PERFORMANCE Adapt your communication to every personal interaction STEP 3 Confidently choose between the many options in your life Create sufficient time to live a Quality Life and the time capacity to build your wealth Design a roadmap for the next stage of your life journey Obtain sufficient personal clarity to manage emotional reactions to life and financial events Know your strengths and struggles to confidently make committed decisions Why Discover Your Financial DNA? Your Financial DNA is at the Core of Life and Financial Decision-Making Your natural DNA Behavior drives how you uniquely respond to life and financial events. Successful wealth creation is about how you manage emotional responses to these events. Experience and research shows 95% of wealth creation comes from your behavior and personal talents and 5% from investments.* Building a Quality Life requires the self awareness and confidence that comes from knowing who you are to balance your emotions and rationality with every decision made. *The source is: The Leavey School of Business, Santa Clara University Rick O. Helbing CFP速, ChFC Mailing address: 15 Paradise Plaza #354 Sarasota, FL 34239 25 YEARS+ OF DEDICATED SERVICE Office address: 1911 N. Lakeshore Dr. Sarasota, FL 34231 941.375.7320 office 941.320.5532 cell rick@suncoastadvisorygroup.com www.suncoastadvisorygroup.com www.freshfinancialideas.com SOMEDAY BEGINS TODAY Connect with Rick! Rick O. Helbing is a Registered Representative with, and securities offered through LPL Financial, member of FINRA/SIPC. Investment advice and advisory services offered through Suncoast Advisory Group, a registered investment advisor and separate entity from LPL Financial.