Our Process

What is SuccessDNA?

SuccessDNA is a consultancy run by Susan Latremoille that helps baby boomers find their unique life purpose during their retirement years. With over 35 years of wealth management experience, she has designed a program that bridges the gap between the financial and non-financial aspects of retirement to help clients find fulfillment.

How Does SuccessDNA Work?

Each client works directly with Susan. The process begins with a Successfinder assessment to discover unique behovioural traits that affect how a person naturally processes information and takes action. Once the assessment is analyzed by Susan, she’ll schedule a debriefing session to discuss the results and the recommended course of action for you to take.

How Do I know that the SuccessDNA Program is a good fit for me?

Everyone is at a different stage of retirement planning. SuccessDNA was created for baby boomers to help them successfully navigate this process. To learn if SuccessDNA is a good fit for you, take our FREE quiz here.

What type of assessment test does susan use?

To uncover specific behavioural patterns that affect how you navigate circumstances and life experiences, Susan uses the Successfinder assessment tool. Learn more about Successfinder and which lifestyle priorities and incentives that it assesses here.

How much does the successdna program cost?

The Successfinder assessment and initial one-on-one consultation is a one-time investment of $1600. Once you’ve taken the assessment and received your consultation with Susan, she will recommend the next steps and discuss additional options at that time. For more information on pricing, click this link: Why does the Successfinder assessment cost $1600?

Do you work with anyone other than baby boomers?

Yes, Susan also works with family businesses, those making a mid-career transition and millennials. While our “rewirement not retirement” focus is on baby boomers, Susan also welcomes clients outside of that group.