An Education Initiative of Pinnacle Wealth

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The True Wealth Assessment

A personal reflection on the four dimensions and nine principles of True Wealth and a Life Confidently Enjoyed.

Before you begin

True wealth is not measured by a balance sheet alone. It is the quiet confidence of being financially secure, physically well, spiritually grounded, and emotionally present in the lives that matter most.

This assessment moves first through the four dimensions of a life confidently enjoyed, then concludes with an honest look at the Nine Principles of True Wealth that hold them together. Answer instinctively. There are no wrong answers — only a clearer picture of where you are and where you want to grow.

How to rate each statement

Choose the number that best reflects how true each statement is for you today:

1. Rarely

2. Occasionally

3. Sometimes

4. Often

5. Consistently

Step 1 of 15

Nothing to answer on this page. It just explains how the assessment works. Your first statement is on the next page. Click Next to start the assessment.