The Wealth Shift Diagnostic Survey

Full Name *

Phone *

Email *

What industry is your business in? *

Who is your primary target market, niche, or ideal client? *

What is your current average monthly revenue? Based on the last 3–6 months — be honest with yourself, not aspirational. *

Choose the one that feels most true, even if it’s uncomfortable. *

Consistent — I can predict my income within a reasonable range

Trending up — the trajectory is clear, even if each month varies

Feast-or-famine — strong months followed by dips I can’t fully explain

Declining or stalled — I’ve hit a wall and haven’t broken through it

Rebuilding from scratch

Which of these patterns show up in your business — repeatedly? Select everything that has been true more than once. Don’t rationalize it away. *

I keep hitting the same income ceiling no matter what strategy I try

I underprice — or freeze when it’s time to quote a premium number

I over-deliver to compensate for what I didn’t charge

My capability is visible to others, but my cash flow doesn’t reflect it

I contract or go quiet right after a win or a moment of visibility

I feel resistance — avoidance, procrastination, or a vague dread — around being fully seen

I make good decisions in private but hedge or shrink in high-stakes moments

How much of your current plateau do you believe is an internal problem — not a strategy problem? Be precise. Most people underestimate this. *

Very little — I just need better tactics or more time

Some — I suspect internal patterns play a role, but I haven’t gone deep

A lot — I can see how my beliefs and identity are capping my results

Almost entirely — I know this is an identity issue disguised as a business problem

What is your honest relationship with charging what you’re actually worth? Not what you tell clients — what’s true when you’re writing the proposal. *

Solid — I price at premium, I hold it, and I close without discounting

Aspirational — I know I should charge more, but I hesitate before the ask

Inconsistent — I charge premium to some clients and discount for others

Misaligned — my price list does not reflect the real value I’m delivering

When a high-stakes business decision lands in front of you, what actually happens? Think about the last two or three major decisions you faced. *

I decide clearly and move — I trust myself and I don’t revisit it

I get there, but I spend more time in my head than I should

I delay, gather more opinions, or wait for certainty that never fully arrives

I feel pulled in two directions — one part of me knows, the other part stalls

When your next level is right in front of you — a bigger client, a higher rate, a more visible stage — what happens in your body? This is a physiological question, not a philosophical one. Notice what’s true. *

I feel grounded and ready — expansion feels natural

I feel pressure and activation, but I can move through it

Something in me pulls back — I hesitate, delay, or find a reason it’s not the right time

I feel overwhelmed, flooded, or like I need to retreat before I can act

What can no longer be ignored? Don’t answer this from your head. Write the thing you’ve been circling. What is the cost — in money, time, energy, or self-respect — of staying exactly where you are for another 12 months? What has to change, and why now? *

IMPORTANT NEXT STEP: After clicking Submit, please wait to be automatically redirected to the next page, where you’ll have the opportunity to join our private Facebook Group for The Wealth Shift.