Your business is making money. Your life should show it.
Most 7-figure founders score high on revenue and low on everything else. The TruWealth Index measures the four elements that actually add up to a wealthy life — and shows you exactly where yours is stalled.
50 questions · About 15 minutes · Free personalized score
Most financial tools score one thing: your portfolio.
The TruWealth Index scores the four elements that actually determine whether your money is building a better life — or just building a bigger number.
A Return on Life review. Not a portfolio review.
50 questions across four pillars. A personalized score on a 1–10 scale. A detailed report showing where the gaps are — and what to do about them. Your Finances score sits at the center; fixing it is the fastest way to raise every other score in your life.
A growing business is not a growing life. The founders who figure that out earliest keep the most of both.
ROI measures your portfolio. ROL measures whether that portfolio is actually making your life better.
Family, purpose, and wellbeing all rise or fall with how wisely your money is coordinated.
Managed well, it funds the life you actually want. Managed in isolation, it becomes the thing that owns you.
A wealthy life has four parts. Most founders are missing two.
The fuel for the other three.
Not just your portfolio. How your business revenue is — or isn't — converting into personal wealth. Tax strategy, cash flow, and the coordination gap between your advisors.
The people who make the journey worth it.
The relationships that make the journey worth it. Money stress is one of the fastest ways to erode the bonds that matter most.
What you were put here to do.
When your finances are working, you get the freedom to pursue it. When they aren't, everything else waits.
The one asset money can't buy back.
Many founders arrive at financial freedom with nothing left to enjoy it. Sleep, energy, and mental clarity are wealth too.
A score. A gap analysis. A place to start.
- Your overall TruWealth Score (1–10) and breakdown across all four pillars
- Your lowest-scoring pillar — the fastest lever in your Blueprint
- Specific action steps for each gap, written for founders not general audiences
- The Money / Life Effect analysis: how your Finances score is limiting the other three
- A prioritization map showing exactly where to focus first
You've built the business. Now build the life.
- Your business is profitable and your personal net worth hasn't kept pace
- You have advisors — a CPA, a financial advisor, a bookkeeper — and they don't talk to each other
- You've told yourself you'll figure out personal wealth after the next big year
- Revenue keeps going up. Your peace of mind doesn't.
- You want to understand what a wealthy life actually looks like — not just a wealthy portfolio
See which wealth gap is costing you the most.
The Wealth Creation Scorecard is 15 questions, takes five minutes, and is completely free. You'll see exactly which of the three parts of your wealth system — Generate, Keep, or Multiply — is the biggest gap right now.
No document uploads. No advisor call required. Just clarity.