The WEALTH Shift Assessment

Rate each statement:

1 = Not true for me
2 = Rarely true
3 = Sometimes true
4 = Mostly true
5 = Fully true / consistent

Don’t overthink it — your first instinct is usually right.

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I have the physical and mental energy to build beyond my job.

My current lifestyle feels sustainable long-term.

I understand how money, taxes, and financial systems actually work.

I know where my lack of financial knowledge may be costing me.

I believe my experience could generate income beyond my job.

Authority - Question 6

I can clearly explain the value I bring beyond my job title.

I have income or systems that work without my time.

If I stopped working for 30 days, I'd still have financial momentum.

I use AI, tools, or systems to increase productivity.

I am actively evolving how I work to create more impact.

I've released guilt or shame around past financial decisions.

I feel emotionally ready to build wealth strategically.