Discover Your Wealth Readiness
Answer 5 quick questions and see how prepared you are for long-term wealth — in under 30 seconds.
Wealth Readiness Assessment
Once we review your results, a member of our team may reach out to help you better understand your Wealth Readiness snapshot and share helpful resources related to your goals.
Why Take the Wealth Readiness Test?
Most people don’t have a clear picture of where they stand financially — they only know how they feel.
This quick assessment helps you step back and see the bigger picture, without jargon, pressure, or sales tactics.
30 Seconds. That’s It.
Get a clear snapshot of your wealth readiness in under half a minute - designed for clarity, not complexity.
Clarity Without Judgment
A calm, objective way to reflect on where you stand financially. Educational, informative, and never designed to sell.
Your Chance at 2 Free Lacrosse Tickets
Complete the 30-second Wealth Readiness test and be entered to win two free tickets to a Desert Dogs or San Diego Seals lacrosse game.
What You’ll Unlock in Wealth Readiness Assessment
It takes about 30 seconds, works on any device, and gives you a clear snapshot of where you stand — without jargon or pressure.
Understand Your Wealth Readiness
Get a clear, easy-to-understand view of how prepared you are for long-term wealth based on five simple questions.
Your Wealth Readiness Score
See a single, clear score that reflects your current level of preparedness for long-term wealth — designed to inform, not judge.
Educational Focus Areas Based on Your Snapshot
After completing the assessment, you’ll see a few common themes that people at a similar stage often choose to explore next — designed to provide clarity, not direction.
