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WHEEL OF WEALTH ASSESSMENT

Secure Your Financial Future
with Expert Insights

Complete the Wheel of Wealth Challenge and Learn

How to Protect Yourself: Discover effective strategies to safeguard against the dangers of rising taxes and unpredictable market conditions. Why Traditional Methods Fall Short: Learn why those who rely solely on traditional financial instruments might face chaos and uncertainty in today’s economy. The Reality of Market Volatility: Uncover five compelling reasons why market volatility is here to stay and what you can do to navigate it successfully. A New Approach to Wealth Management: Explore the factors driving Americans to rethink conventional financial advice and how you can benefit from these insights.

Ready to Transform Your Financial Strategy?

THE WHEEL OF WEALTH ASSESMENT

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Miami Beach, Florida USA - April 18, 2021: red Ferrari 488 GTB with palms, front view.
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The Wheel of Wealth Assesment

Retirement/Savings
On a scale of 1 to 10, with 10 being excellent, how would you rate yourself in terms of your current retirement savings and planning for your future?

Myth 1

Financial planning is only for older people

Residual Income
On a scale of 1 to 10, with 10 being excellent, how would you rate yourself in terms of generating residual income that continues to grow over time?

Multiple Streams of Income
On a scale of 1 to 10, with 10 being excellent, how would you rate yourself in terms of having multiple streams of income that provide financial security?

Insurance

On a scale of 1 to 10, with 10 being excellent, how would you rate yourself in terms of your current insurance coverage and protection?

Myth 2

Only the wealthy need financial advisors.

Health
On a scale of 1 to 10, with 10 being excellent, how would you rate yourself in terms of your overall health and wellness?

Good Credit
On a scale of 1 to 10, with 10 being excellent, how would you rate yourself in terms of maintaining a strong credit score and credit history?

Emergency Funds (3-6 Months of expenses) 

On a scale of 1 to 10, with 10 being excellent, how would you rate yourself in terms of having an emergency  that can cover 3 - 6 months of expenses?

Myth 2

You need to be wealthy to start planning for your financial future.

Financial Planning

On a scale of 1 to 10, with 10 being excellent, how would you rate yourself in terms of your current financial plan?

Job Satisfaction

On a scale of 1 to 10, with 10 being excellent, how would you rate yourself in terms of job satisfaction at your current place of employment?

Are You Open

On a scale of 1 to 10, with 10 being excellent, how open are you to saving money, growing money, reducing taxation, and earning additional income, as long as it doesn't interfere with your current position?

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Your score is

The average score is 55%

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