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:

    1st page with questions answered