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Look inside your finances, see your path to wealth
Quickly identify strengths and gaps across your assets, debt, protection, and cash flow – so you can take focused action steps toward a more secure financial future
- Comprehensive evaluation across 5 critical financial areas
- Personal Balance Sheet and Profit & Loss Statement
- Guided experience you can pause and resume on any device
Investment
$99.99per household
$29.99
with advisor codeSAVE 70%
Transparent, one-time access that includes the full assessment, results, and downloadable reports.
- One-time purchase, no subscriptions
- Autosave enabled throughout every section
- Reopen your intake anytime with your six-digit access code
Advisor Discount Code: If you have an advisor code, enter it during checkout to receive a discount on your assessment. By applying an advisor code, you'll be asked to confirm that your completed assessment results will be automatically shared with your advisor.
Get Started NowHow the Experience Flows
Every step is intentional - from checkout through results - so you stay focused and receive decision-ready insights.
1
Purchase Access
Complete a single purchase and receive your access code instantly via email.
2
Complete Assessment
Work through focused prompts across protection, growth, cash flow, and legacy at your own pace.
3
Get Your Results
Receive comprehensive financial scoring, personal balance sheet, and profit & loss statement.
Need help?contact@wealthmri.com