Are you aligned for wealth, health, and freedom? Take the Wealth Alignment Quiz to discover where you are in your journey — and what your next step should be.

Where are you right now in your wealth journey? *

Just starting — I need clarity and direction

Growing — I want more consistent cash flow

Established — I’m ready for expansion and protection

Scaling — I’m focused on legacy and freedom

When it comes to taking the next step in your finances or business, do you feel… *

Unsure / stuck

Curious but cautious

Motivated and ready

Already moving, but want expert guidance

How much does your own health + vitality factor into your wealth-building decisions? *

Honestly, I’ve been neglecting it

I know it matters, but I don’t prioritize it consistently

It’s part of my strategy, but not fully integrated

It’s central — I know my energy is my biggest asset

How would you describe your current business cash flow? *

Chaotic — money in/money out without strategy

Stable, but not growing

Growing, but unpredictable

Aligned — clear systems and steady growth

Do you currently have additional income streams beyond your primary business? *

One, but it’s inconsistent

A couple, but I haven’t maximized them

Yes, and they are part of my strategy

Do you have a trust in place to protect your assets? *

No, and I don’t really understand them

I’ve heard of them but haven’t acted yet

I have a trust but it hasn’t been reviewed in years

Yes, I have an updated trust as part of my wealth plan

How familiar are you with buy-sell agreements, insurance policies, or asset protection vehicles? *

Not familiar at all

I know a little but haven’t put anything in place

I have some protection but it’s piecemeal

I have a coordinated strategy with professionals

Do you currently have a wealth strategy (not just goals, but a real plan)? *

No, I’m winging it

Sort of — I have ideas but nothing formal

Yes, but it’s scattered and not fully aligned

Absolutely — I have a clear, aligned wealth plan

When you think about your financial future, what best describes your mindset? *

Survival — I’m focused on getting through today

Stability — I want a solid foundation

Growth — I’m ready to expand my wealth

Legacy — I want to create freedom + impact beyond myself

What would feel like the biggest breakthrough for you right now? *

Finally having clarity and direction

Growing cash flow without burnout

Protecting what I’ve already built

Scaling toward true wealth + freedom