Pair Yourself with the Perfect Financial Advisor
When it comes to managing your financial health, you want to make sure you have a reliable and trustworthy resource to give you sound advice. At BlueRock Wealth Management, we are dedicated to providing you with a personalized approach to financial planning.
To better serve you, we have partnered with DNA Behavior to offer you a DNA profile. This is a short personality questionnaire that helps us pair you with the best Financial Planner on our team. By giving us a better understanding of your core values, we can communicate with you with the intention of building a stronger relationship.
You will answer questions about how you make decisions, communicate your thoughts, assess challenging situations, and process information. The questionnaire looks for your approach to your financial goals, wealth management, financial values, decision-making style, risk tolerance, and emotions.
From these results, we will use your DNA profile to pair you with the BlueRock team member who best matches your needs. As your trusted financial resource, our job is to keep your best interests in mind. When we understand your core personal values, we will be able to better serve your financial needs.