Form RealWealth Assessment™

Step 1 of 20

I have enough cash flow to be job optional*

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I have the freedom of time to do what I want, when I want, with the people I want to be with*

Weak Strong

I have enough liquid financial reserves to not stress about unforeseen challenges or expenses*

Weak Strong

I have an effective process for tracking my income, expenses, and financial reserves*

Weak Strong

I have an effective system for managing and tracking my investments and their performance*

Weak Strong

I have asset protection in place to protect me from possible loss*

Weak Strong

I have insurance in place to protect me from possible loss*

Weak Strong

I have the right professionals to help me with financial and legal support*

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I enjoy my career or I’m ready to start my next chapter*

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I feel optimistic about the future and my ability to sustain myself*

Weak Strong

I have a clear vision and/or goals in writing for all of the important areas of my life*

Weak Strong

I feel good about my charitable giving and contribution*

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I am able to offer my loved ones what they might need to pursue their education, dreams & goals*

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I feel good about the legacy I am building for my family and future generations*

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I feel good about the family area of my life*

Weak Strong

I feel good about the friends and community area of my life*

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I feel good about the spiritual/religious area of my life*

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I feel good about my primary relationship/significant other*

Weak Strong

I feel good about my level of health and fitness*

Weak Strong

I am happy with the home I live in*

Weak Strong

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Name*

First Name

Email*

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Name

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