Money Assessment
You're doing well.
It still doesn't feel like enough.
Find out exactly where you stand, and the one thing to do about it first.
A free, personalized Money Assessment from Wealth Like This™
Start the assessmentYour answers are private and encrypted. The report is yours to keep.
Educational only, not financial, tax, legal, or investment advice. Read the full terms
Why this is different
Most money advice is generic. Build a budget. Cut your lattes. Pay yourself first.
This is different. You're going to have a real conversation about your financial life. What's working, what isn't, what you've been worrying about, and what you wish was different.
Your report comes from your answers and your actual financial life, and it gives you the first thing to focus on right now to start making it better.
Here's what you actually get
A Foundation Scorecard, your top three risk areas, and your top three opportunities, all pulled from your answers.
These examples come from a real report. Yours will be about your actual life, with specific feedback so you know where to start.
By the end you'll know:
- • Where your foundation is solid and where it's stretched thin
- • The pattern running underneath the decisions you keep making
- • The three things putting you most at risk right now
- • The three biggest opportunities you're not using
- • One specific thing to do this week
Who's behind this
I'm Jill.
Fifteen years ago we had $86,000 in credit card debt, my husband had just lost his job, and I was working 60 to 70 hours a week trying to out-earn it. It didn't work. What worked was learning a completely different way to manage money. Eighteen months later the debt was gone.
I've spent the last decade helping high earners do their own version of that. Dozens of my clients have become millionaires.
This assessment asks the questions I ask in a first session, and the report gives you the insights I'd give you if we sat down together. It's the most useful free thing I know how to give.
How it works
- 1Complete the assessment. About 15 to 20 minutes. The more detail you give, the better the report.
- 2Get your report. On screen right away, and in your inbox a few minutes later.
- 3Do the one thing. Every report ends with one specific action to take this week.
Want the full plan?
Your report tells you where you stand. The Foundation is the 34 page workbook that turns it into a plan.
Six pillars in the right order: cash flow, your buffer, intentional spending, sinking funds, a starter emergency fund, and a debt payoff plan you can hold to. Each one has a short, plain English lesson and worksheets you fill in with your own numbers.
The Foundation is built from your assessment answers. That's why the assessment comes first.
The areas your report flags are marked right in the workbook, so you always know where to give extra attention.
Add it to your report for $27 when you finish.
Is this secure?
Fair question. Here are the straight answers.
- It is AI, and it is not ChatGPT. The conversation runs on a private business API. Your answers are never used to train AI models.
- Your answers are stored privately. Encrypted in transit and at rest, in an access-controlled database we own. No other user can see your session.
- We never sell or share your data. Not to advertisers, not to data brokers, not to anyone.
- I check quality, anonymously. I review completed assessments to make sure the guidance is sound. That review copy shows a session ID, not your name or email.
- You can delete it in one click. Every report email has a delete link that permanently wipes your conversation, report, and contact details.
- Ranges are fine. We never ask for account numbers or logins, and you can skip anything too personal.