RealWealth® Assessment

I have enough cash flow to be job-optional. *
I have the freedom of time to do what I want, when I want, with the people I want to be with *
I have enough liquid financial reserves to not stress about unforeseen challenges or expenses *
I have an effective process for tracking my income, expenses, and financial reserves *
I have an effective system for managing and tracking my investments and their performance *
I have asset protection in place to protect me from possible loss *
I have insurance in place to protect me from possible loss *
I have the right professionals to help me with financial and legal support *
I enjoy my career or I’m ready to start my next chapter *
I feel optimistic about the future and my ability to sustain myself *
I have a clear vision and/or goals in writing for all of the important areas of my life *
I feel good about my charitable giving and contribution *
I am able to offer my loved ones what they might need to pursue their education, dreams & goals *
I feel good about the legacy I am building for my family and future generations *
I feel good about the family area of my life *
I feel good about the friends and community area of my life *
I feel good about the spiritual/religious area of my life *
I feel good about my primary relationship/significant other *
I feel good about my level of health and fitness *
I am happy with the home I live in *
First Name *
Last Name *
Email *
Agree to marketing terms *
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