Red Brain / Blue Brain Assessment
10 chapters · 195 points · Auto-scored
Discover where anxiety is still driving your financial decisions and where peace has taken hold.
Take the AssessmentFrom the Book
Appendices/Workbooks
Practical tools drawn from Purposeful Wealth to help you measure where you are and chart a path forward.
Purposeful Wealth workbooks and assessments
Seven Types of Wealth Assessment
7 dimensions · 84 points · Auto-scored
See how balanced your wealth truly is across relationships, health, purpose, and more.
Take the AssessmentPurposeful Wealth Checklist
55 items · Yes / No / ? · Auto-scored
Evaluate your peace and purpose foundations across 11 areas of financial and personal life.
Take the ChecklistPurpose Discovery Workshop
8 exercises · Guided reflection
A guided journey from peace to purpose — explore your story, gifts, relationships, and legacy vision.
Start the WorkshopReady to put your plan into action?
Have questions about the assessments or want to explore what your results mean for your financial future? We're here to help.
Scan to connect with us
