01
Finances & Money
The fuel for the other three.
See whether business success is becoming personal wealth — through cash flow, tax strategy, and coordinated advice.
Return on Life Assessment
Your business is making money. Your life should show it.
The TruWealth Index measures the four elements that add up to a wealthy life — and shows you where yours is thriving, drifting, or ready to grow.
Take the TruWealth Index
50 thoughtful questionsAbout 15 minutes · Free personalized report
The Gap Nobody Names
Most financial tools score one thing: your portfolio.
But a bigger number does not automatically create a better life. Your money only matters when it supports the people, purpose, and health you value.
01
The reality check money alone cannot give you.
What This Is
A Return on Life review. Not a portfolio review.
Fifty questions reveal the connections between the wealth you have built and the life it is meant to support. You leave with a score, a gap analysis, and a clear place to begin.
15
minutes to complete
10
point personalized score
01
clear plan forward
The Four Pillars
A wealthy life has more than one bottom line.
Your score brings four parts of life into one view, so you can see what is strong, what needs attention, and where one change could create momentum everywhere else.
02
Family & Friends
The people who make it worthwhile.
Understand how money, time, and attention are strengthening — or straining — the relationships that matter most.
03
Purpose & Meaning
What you were put here to do.
Measure whether your resources are creating freedom to pursue meaningful work, contribution, and the next chapter.
04
Wellbeing & Health
The asset money cannot buy back.
Take stock of your energy, resilience, and capacity to enjoy everything you have worked so hard to build.
Sample report
Your TruWealth Score
7.4
Finances7.8
Family8.6
Purpose6.2
Wellbeing6.9
Your Personalized Blueprint
See your whole life more clearly.
Not another generic score. Your report connects every answer to the four pillars and turns insight into a practical path forward.
- Your overall TruWealth Score on a clear 1–10 scale
- A detailed breakdown across all four pillars
- The Money / Life Effect connecting finances to everything else
- A question-level prioritization map
- Specific next steps for your highest-impact gaps
Private and personalized
You built the business. Now measure the life.
Where to Start
See which wealth gap is costing you the most.
The free Wealth Creation Scorecard reveals whether Generate, Keep, or Multiply is your biggest opportunity.
Take the Wealth Creation Scorecard