🔥 The Wealth Readiness Check 🔥

Are You Ready to Take Control & Build Wealth?

Money should be a tool that works for you—not something that controls you. Whether you feel in charge or just barely keeping up, this quick check will help you see if you're on track to build wealth—or if a financial coach could help you get there faster and with less stress.

💡 For each statement, select the option that best fits your situation.

✅ Strongly Agree (4) – I feel great about this!
✅ Somewhat Agree (3) – I’m making progress, but I could do better.
✅ Somewhat Disagree (2) – I need help in this area.
✅ Strongly Disagree (1) – I don’t have this in place yet.

After rating each question, total your score for each category and overall. At the bottom, you'll find a guide to interpret your scores and decide where to focus your efforts.

💰 Wealth & Financial Confidence

1. I have a clear plan for my financial future and know exactly what steps I need to take.*

2. I have a simple system to manage my money each month without stress.*

3. I know where my money is going, and I’m intentional with my spending.*

💳 Debt & Financial Freedom

4. I have a plan to eliminate any debt and keep more of my income working for me.*

5. I feel in control of my money and never worry about making ends meet.*

🚨 Emergency & Financial Preparedness

6. I have enough savings to handle an unexpected expense without stress.*

7. I have an emergency fund that gives me peace of mind and financial security.*

📈 Investing & Long-Term Success

8. I am consistently saving and investing for my future so I can build lasting wealth.*

9. I am confident that my retirement savings plan will provide long-term financial security.*

🏡 Lifestyle & Financial Freedom

10. I feel financially free to make choices that align with my values and goals.*

11. I use my money to create opportunities and experiences that are important to me.*

12. I wake up feeling confident about my financial future, knowing I’m on the right track.*

📊 Your Wealth Readiness Score

1️⃣ Total your points.

Total Points: _______*

Total Points

2️⃣ Divide your total points by 12 (record your score below).

Your Score ___________*

3️⃣ Find your results below:

✅ 3.5 - 4.0 (You’re Thriving!)
🔥 You’re doing great! You have strong financial habits and a clear vision. A financial coach can help you fine-tune your strategy so you build wealth even faster.

✅ 2.5 - 3.4 (You’re Making Progress, But There’s More to Do!)
🚀 You’re on the right path, but there are areas where you could optimize your financial plan. With expert guidance, you can move from “doing okay” to “completely confident.”

✅ 1.5 - 2.4 (You’re Ready for a Breakthrough!)
💡 You have goals, but you may feel like you're not moving as fast as you'd like. This is the perfect time to get help and create a plan that actually works for your life!

✅ 1.0 - 1.4 (It’s Time to Take Control!)
⚠️ If you’re in this range, you may feel frustrated, overwhelmed, or stuck. But here’s the good news: You don’t have to stay here! A financial coach can help you get clear, take control, and start seeing real results quickly.

First name*

Your Last Name*

Email*

Mobile Number

🎉 Thank You for Taking the Wealth Readiness Check!

👏 Great job! Just by completing this, you're already taking control of your financial future.

💡 Next Steps:

✅ Want help reaching your goals faster? Let’s chat! Schedule a free coaching session where we’ll create a plan tailored to you.

👉 Click here to book your free 15 Quick Call - Click Here!

✅ Not ready yet? No problem! Stay connected here for financial tips or reply with any questions—I’d love to help.

💪 You don’t have to do this alone. Let’s take the next step together!

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