"Hugh addresses what I believe is the most important aspect of achieving economic freedom: Know Thyself! The financial planning community owes a great deal to Hugh for his contributions." ----Elizabeth Jetton, CFP, Strategic Advisor, Mercer Advisors, Inc., and 2005 Chair of the Financial Planning Association "A great lesson in knowing how you are hard--wired to behave and communicate in planning your personal finances is more important than the technical and product aspects of money management." ----Susan Bradley, CFP, founder of Women, Meaning, and Money and bestselling author of Sudden Money "Financial DNA? nailed both of us, generating new communication and exciting insights among our team members. Ita s helping us to grow both personally and professionally. Ita s more than a good read, ita s a virtual experience!" ----Robert A. Esperti and Renno L.
Peterson, authors of numerous estate and wealth--planning books, Directors of two Institutes at Michigan State University, and founders of the National Charitable Initiative "The process Hugh has developed truly identifies the behavioral issues that get in the way of functional family relationships and in a very practical way builds a bridge to protect the wealth and harmony of the family." ----V. Thane Stenner, FCSI, CIM, First Vice President, T. Stenner Group(TM) national bestselling author of True Wealth: An Expert Guide for High--Net--Worth Individuals (and Their Advisors) "Very powerful behavioral insight that will give you the formula to transform the way you think about building the quality of your life, starting with understanding yourself in a new way." ----Nick Kalikajaros, Head of Private Banking, St. George Bank, Sydney, Australia
Table of Contents
FOREWORD. Chapter 1: The Birth of Financial DNA. Chapter 2: The Life Path of Chris Coddington in Becoming a Wealth Mentor. Chapter 3: Understanding Your Financial Personality for Empowerment. Chapter 4: The Process of Discovering Your Financial DNA. Chapter 5: Understanding Self First to Unlock Wealth. Chapter 6: Building a Great Relationship with Your Advisor. Chapter 7: Interacting with Your Advisor for Great Discovery. Chapter 8: Connecting Your Financial Propensities to a Robust Financial Plan. Chapter 9: Understanding Where You Came From to Go Forward. Chapter 10: Finding Your Purpose, Passions, and the Vision for Your Life. Chapter 11: Couples Removing the Barriers to Making Financial Decisions. Chapter 12: Unlocking Family Dynamics for Greater Family Wealth. Chapter 13: Successfully Working in Business. Chapter 14: Linking Your Life to Your Financial DNA and Keeping on the Path. ACKNOWLEDGMENTS. INDEX.
Hugh Massie is president of Financial DNA Resources and the Coddington Group, a leading international advisory group. He is also a director of RightPath Resources, Inc. a worldwide provider of human capital solutions. Hugh is a Chartered Accountant and a member of the Institute of Chartered Accountants. He worked for Authur Andersen before founding the Coddington Group.