Wealth Building Assessment

Take Charge of Your Financial Future

Did you know that your financial behavior is the single biggest predictor of successful wealth accumulation? Long-term data has proven that achieving financial independence is really as simple—and as complicated—as that. It’s simple because money habits are totally within your control. And it’s complicated because changing your financial behavior can be very, very difficult.

Find out what’s holding you back.

Our habit assessment tool is based on behavioral science research that originated with principles laid out in the mega-successful book The Millionaire Next Door. This means that more than 40 years of time-tested behavioral, consumer, and demographic findings form the backbone of this powerful technology.

Just six personal traits accurately predict wealth.

  • Conscientious focus
  • Frugality
  • Planning and monitoring
  • Responsibility
  • Confidence
  • Social indifference

Build wealth like a champion.

By completing our assessment, you’ll learn precisely how your money habits are helping or hindering your financial success. You’ll receive a personalized report on where you excel and where there’s room for improvement. What to do with that information is up to you. But we can say from long experience that building wealth over time is like training for a sport. You get much farther, much faster, with expert coaching. If you’re ready, we can help guide your progress.

You’re just a 10-minute survey away from unlocking your potential!

Request your invitation to take a free financial behavior assessment survey—and discover the information you need to start building a life of financial freedom, joy and abundance.

The information provided on this web site is provided for informational purposes only and should not be used as a substitute for professional investment advice. While all information on this web site is gathered from sources that we deem to be reliable, we cannot guarantee the completeness and/or accuracy of such information. The tools and calculators accessible on or from this web site are provided by third parties solely for your convenience and we do not guarantee their proper operation or the accuracy of the information resulting from their use and disclaim all warranties, both express and implied, regarding their operation and use and from the information resulting therefrom.