Wealth Assessment Quiz

1 Free Wealth Score Assessment (Quiz) superceded

Updates

How goes your wealth journey? Discover in this short quiz if your on track or falling behind. See your score at the bottom.

1. Do you currently have a written financial or wealth plan?

No plan (0)

General idea but nothing formal (3)

Yes, but not reviewed annually (6)

Yes, fully detailed and reviewed (10)

2. How confident are you that you can retire with your desired lifestyle?

Not confident (0)

Somewhat confident (5)

Very confident (10)

3. What percentage of your income do you save/invest monthly?

0–5% (0)

6–10% (3)

11–20% (6)

21%+ (10)

4. How diversified are your income sources?

Only a paycheck (0)

Job + 1 investment (5)

Multiple passive income streams (10)

5. Do you have debt (credit cards, loans) working against you?

Yes, heavy (0)

Yes, manageable (5)

No debt (10)

6. Do you use tax-advantaged strategies (Roth, IUL, 401k, real estate depreciation)?

None (0)

A few (5)

Multiple, optimized (10)

7. Do you have a family wealth or legacy plan (insurance, trust, family bank)?

None (0)

In progress (5)

Fully structured (10)

8. If unexpected expenses (job loss, health, market downturn) hit, how prepared are you?

Not prepared (0)

Somewhat (5)

Fully prepared with reserves & protection (10)

Scoring

0-30 = At Risk: Without a wealth plan, you’re relying on luck. The good news is you can change that now.
31–60 = Vulnerable: You’ve started, but key gaps will delay your financial freedom.
61–80 = Growing: You’re on the path, but you’re leaving thousands on the table without a structured plan.
81–100 = Wealth Architect: You’re advanced, but refinement with a LifeArch Wealth Plan accelerates you into legacy wealth.

👉 If your Wealth Score shows your off track, sign up with LifeArch and start your 5-year countdown to wealth today.

MxChat

AI Agent

Hello! How can I assist you today?

Hey there! Ask me anything!