Wealth Health Assessment

Ready to see where you currently are versus where you want to be in our four areas of wealth?

Step 1 of 10

10%

Directions

On each page, read through all four statements.

On the left, identify the statement that you relate to most at this current time. Within that statement, select the number that corresponds with how strongly you identify with the statement (lower number = lower correlation; higher number =higher correlation)

On the right, identify the statement that most relates to where you aspire to be. Within that statement, select the number that corresponds with how strongly you identify with the statement (lower number = lower correlation; higher number =higher correlation).

Please note: The assessment will not advance until both left and right numbers are chosen.

Example:

Financial Foundation: Current*
Financial Foundation: Want*

Financial Wealth

Currently, I am

I aspire to be

1 2 3	You do not have a plan for how to invest or clear goals for what you’d like to achieve in your financial future. You think you don’t have enough money.	1 2 3
4 5 6	You know you could manage your personal finances and investments better, but you are unsure of how to do so. You worry a lot about the unpredictability of the market and your financial future.	4 5 6
7 8 9	You are generally satisfied with how your personal financial planning and investing has gone, but wonder if there is more that you could be doing.	7 8 9
10 11 12	You have a clear plan for your financial future and investments. You track your progress regularly and adjust the plan as needed to account for the changes in your life. You are very confident you will achieve all of your most important financial goals - even goals that you’re not aware of yet.	10 11 12

Financial Advanced: Current*
Financial Advanced: Want*

Financial Wealth

Currently, I am

I aspire to be

1 2 3	You become overwhelmed when you think about financial issues like financial planning, tax mitigation or estate planning. You believe these are complex areas that ordinary people have no control over.	1 2 3
4 5 6	You believe that someday when you have a lot more money, at that time these are issues you should deal with. You are glad you don’t have to address them now because you have no idea how to do so.	4 5 6
7 8 9	You have covered some issues such as starting a financial plan, making a will and taking steps to mitigate your income taxes. You have not done a comprehensive assessment to determine what else you could do to maximize your personal wealth, but you still feel like you are doing fine here.	7 8 9
10 11 12	You understand that there are many factors beyond investments for maximizing personal wealth. You actively employ solutions and advisors to manage your financial planning, mitigate your taxes and facilitate your wealth transfer and charitable giving goals.	10 11 12

Relationships, Value: Current*
Relationships, Value: Want*

Relationship Wealth

Currently, I am

I aspire to be

1 2 3	Personal relationships are much less important to you than money. If you are disappointed with professional services, you feel comfortable “putting their feet to the fire”.	1 2 3
4 5 6	You value people much more for their current performance, than you do for their integrity and character, and the strength of your relationship together.	4 5 6
7 8 9	Other than family and friends, personal relationships are less important to you. You do not necessarily care about having a personal connection with your service providers or work colleagues.	7 8 9
10 11 12	Personal relationships are the most important thing in your life, and you surround yourself with interesting and fun people. You could envision “having a beer” together with your advisor.	10 11 12

Relationships, Delegator: Current*
Relationships, Delegator: Want*

Relationship Wealth

Currently, I am

I aspire to be

1 2 3	You have trouble giving up CONTROL. You always think that "you can do it better", and that nobody will care as much about your money and success as you do.	1 2 3
4 5 6	You feel comfortable delegating parts of your life, but not "the important stuff". You will hire someone to clean your house, but not to manage your money. You have no team in place to assist with your personal finances.	4 5 6
7 8 9	You seek a relationship with an advisor you can "collaborate" with, and "bounce things off of". You may have a financial advisor, CPA and lawyer, but they do not work proactively together.	7 8 9
10 11 12	You recognize those activities you are not good at, or don't have the time or inclination to do. You WELCOME opportunities to pay others to do these activities for you and work only with the best. The best also coordinates a network of specialists that will maximize your personal wealth.	10 11 12

Experience, Realistic: Current*
Experience, Realistic: Want*

Experience Wealth

Currently, I am

I aspire to be

1 2 3	You expect that the world will always conform to your desires, and have difficulty coping when it doesn't. Uncertainty and risk make you extremely upset and afraid.	1 2 3
4 5 6	The difficulties of life often make you feel "victimized". You tend to only focus on your bad experiences and you frequently lament the losses or hardships sustained in the past.	4 5 6
7 8 9	You understand the world is imperfect, and that uncertainty, challenges, and opportunities are part of life. You take a long term view of success, and a mature understanding of uncertainty.	7 8 9
10 11 12	You WELCOME the challenges and opportunities presented by problems. You understand that difficulties are the raw material for improvements and achievement. You look at every day as an opportunity to grow and develop.	10 11 12

Experience, Respect Professionals: Current*
Experience, Respect Professionals: Want*

Experience Wealth

Currently, I am

I aspire to be

1 2 3	You do not respect the value of experience and learning on the part of professionals. You often second guess the wisdom of those more experienced than you.	1 2 3
4 5 6	While you usually listen to professionals, you also “do your own research” when faced with a decision or possible action, and ultimately choose your own research over the advice of the professional.	4 5 6
7 8 9	You are thrilled to have the opportunity to access the wisdom of others with greater knowledge. When you are offered professional advice, you implement that advice without a moment's hesitation.	7 8 9
10 11 12	You understand that to achieve any goal you must have a professional guide and "coach" to keep you accountable to take the actions necessary to reach your goal, no matter what.	10 11 12

Contribution, Leaving a Legacy: Current*
Contribution, Leaving a Legacy: Want*

Contribution Wealth

Currently, I am

I aspire to be

1 2 3	You don’t care what happens when you’re gone and you don’t include anyone in your planning.	1 2 3
4 5 6	You only focus on the here and now and don’t dedicate time to thinking about the legacy you will leave behind.	4 5 6
7 8 9	You have a plan in place to involve loved ones in legacy planning but may not have acted on it or set the plan in motion.	7 8 9
10 11 12	You include key loved ones on your path to your best life because you know and embrace the important legacy you will leave behind.	10 11 12

Contribution, Values and Goals: Current*
Contribution, Values and Goals: Want*

Contribution Wealth

Currently, I am

I aspire to be

1 2 3	The quantity of money you own is your primary measure of success. Your human, intellectual and social "wealth" have lower importance than money.	1 2 3
4 5 6	You understand the importance of having strong values and giving back. However you feel frustrated that your life circumstances are preventing you from achieving these.	4 5 6
7 8 9	You have made a commitment to do what it takes to achieve your most important life goals, so that you can actualize your values and dreams. You have the desire to live a bigger, more satisfying life and contribute in some way, but may not have the resources necessary to achieve it.	7 8 9
10 11 12	You have strong values and you live your life consistent with what is most important to you at all times. You believe the future holds much more promise and satisfaction than the present and you are always looking for ways to create a bigger future in your life and in the lives of others.	10 11 12

Wealth Health Assessment

Step 1 of 10

Directions

Financial Wealth

Financial Wealth

Relationship Wealth

Relationship Wealth

Experience Wealth

Experience Wealth

Contribution Wealth

Contribution Wealth