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Index
What It Is Why Take It What You'll Get
Take Your Index Now
Personalized
Scores
For Each Wealth
Dimension
How To
Maximize
Your Personal
Wealth Potential
Insights
Into Your
Money Psyche
Your Scores
Compared
To National
Averages
Action Steps
Priority
Matrix
Individual
Question &
Answer Key

What You'll Get In Your Wealth Index Report

Personalized Scores
For Each
Wealth Dimension
  • Receive your personalized scores for the four dimensions of wealth
  • Learn what your Overall Score is for each dimension
  • Plus each Sub-Category Scores for additional detail
  • Individualized explanations for every possible score you receive
  • Enhanced analysis of your Money & Finance scores, including detailed next steps that you can take
How To Maximize
Your Personal
Wealth Potential
  • How close are you to your Personal Wealth Potential?
  • Find out with your Personal Wealth Potential summary scores
  • Understand what your Personal Wealth Potential means
  • Find out how to integrate money to more effectively improve your scores
  • Discover next steps you can take to ensure you are happy, healthy and wealthy in all aspects of your life
Insights Into Your
Money Psyche
  • Our proprietary Money Psyche formula analyzes your scores and presents you with a detailed analysis of what you believe, think and want with regards to your finances
  • Learn about yourself like you never have before
  • It’s like someone is reading your mind - and teaching you how to more effectively handle your finances!
Your Scores
Compared To
National Averages
  • Have you ever wanted to know if you are the only one who feels like you do?
  • Have you ever wondered if you are ‘doing better’ than those around you?
  • Your Wealth Index scores can help show you exactly how you compare to the national average of others who have taken the Index
  • Have some fun and see how you compare today!
Action Steps
Priority Matrix
  • Your Action Step Priority Matrix shows you exactly where you are struggling and where your strengths are
  • Determine appropriate next steps for yourself by understanding what you need to focus on first
  • Your Priority Matrix will highlight key individual questions and what your score means for each one
Individual
Question & Answer
Key
  • No more wondering about what answers you had selected!
  • Your Question & Answer key has each question of the Wealth Index and your specific answer in one easy to read, handy to reference page
  • Go back and see your answer to each question whenever you choose!