Worthy Wealth Assessment Quiz

First Name *

Last Name *

Before taking the quiz, read the Instructions :

Answer honestly. This is not a test. It’s a snapshot of where your wealth stands today — and what to focus on next.

WAKE — Wealth Awareness

Q1. If your income stopped tomorrow, what would happen first? *

We’d be okay long-term (6+ months)

We’d manage short-term (1–3 months)

We’d struggle quickly

I honestly don’t know

Q2. How confident are you that your family would be financially protected if something happened to you? *

Very confident

Somewhat confident

Not confident

I’ve never thought about it

Q3. Which best describes how you feel when thinking about your finances? *

Calm and clear

Curious but unsure

Overwhelmed

I avoid it

Q4. Do you know your monthly household expenses? *

Yes, clearly

Roughly

Not Really

WIRE — Wealth Alignment

Q5. Which financial tools do you currently have? (Select all that apply) *

Q6. How well do your financial tools work together? *

Fully coordinated

Somewhat

Not at all

I don't Know

Q7. Which statement about a traditional 401(k) is most accurate? *

Withdrawals are tax-free

Taxes are paid later at income rates

Taxes don’t really matter

I'm not sure

Q8. How confident are you about the taxes you’ll pay in retirement? *

Very Confident

Some what

Not Confident

I have not considered it

Q9. Do you have a written or visual wealth plan? *

Yes

Kind Of

I rely on hope

WORK — Wealth Momentum

Q10. How many income streams do you have? *

Three or more

Two

One

Unsure

Q11. Which best describes your approach to investing? *

Strategic and informed

Participating but unsure

Avoiding due to fear

Not investing

Q12. Is your growth protected against life interruptions? *

Fully Protected

Partially

Not Protected

I don't know

Q13. How often do you review your finances? *

Monthly or more

Quarterly

Rarely

Never

WIN — Wealth Stewardship

Q14. What does wealth mean to you most? *

Security + freedom

Impact + legacy

Comfort

Survival

Q15. Do you have a plan for passing on wealth? *

Yes

In Progress

Haven't thought about it

Q16. If something happened to you, would your wishes be clear? *

Very Clear

Some What

Not Clear

Q17. Are you intentionally building wealth beyond yourself? *

Yes

I want to

Not yet

I’m just trying to get by

Q18. How important is stewardship to you? *

Central

Important

Somewhat

Not a Focus

Get your detailed score via email.

Email *