Learn which level you are in 1. What is your total investable net worth? 2. What is your average monthly spending? 3. How old are you? 4. What kind of investments do you primarily hold? Very Stable – Bonds, CDs, money market Moderately Stable – Index funds, ETFs, blue-chip stocks Risky or Illiquid – Crypto, startups, private companies Mostly in my business – Wealth tied to a company I operate I have investments, but they’re very small (less than $50,000) I don’t have investments 5. What best describes your job or income situation? Stable – Government, pension, tenured, healthcare Professional salary – Corporate or W2 income Unpredictable – Sales, freelance, early-stage startup I don’t work – Living on assets only 6. How diversified and intentional is your portfolio? Diversified across multiple asset classes and rebalanced Solid mix of assets but not actively managed Mostly concentrated (e.g. only stocks or real estate) Not sure how it’s invested I don’t currently have investments 7. How well protected are you from financial disruption? Fully covered: legal docs, insurance, estate plan Mostly covered, a few small gaps Some elements but disorganized I haven’t done much planning Reveal My Wealth Level Learn about your level Youth Learn More Survival Learn More Stability Learn More Security Learn More Independence Learn More Freedom Learn More Abundance Learn More