Total Wellness Assessment

Total Wellness Assessment

Take our quick 2-minute assessment to get your Total Wellness readiness score. We'll send you a personalized breakdown of where you stand and what steps to take to feel confident about your future.
Name*

First NameLast Name
Email*
example@example.com
Please rate your confidence level for the following questions addressing the 5 areas of Total Wellness: 1 = low, 10 = high
1. How confident do you feel that you have enough money to last beyond your lifetime, while living a lifestyle that you are accustomed to?*

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1 is Low, 10 is High
2. What is your level of readiness and proactive planning for the unexpected costs that will come up over time?*

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1 is Low, 10 is High
3. What overall score would you give your health today?*

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1 is Low, 10 is High
4. Are you confident that your assets and income are enough to cover increasing long-term care expenses in the future? *

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1 is Low, 10 is High
5. Do you feel like you have a good plan with your current home, costs of living, access to healthcare, and social network? *

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1 is Low, 10 is High
6. Our goal is to help you to pursue lifelong dreams and goals. Have you written down those items on your "bucket list"?   How confident are you in your ability to achieve those goals?*

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1 is Low, 10 is High
7. How would you rate the current quality of your personal relationships*

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1 is Low, 10 is High
8. Please rate your current stress level around your relationships.*

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1 is Low, 10 is High
9. Have you thought about how to allocate resources for the long-term benefit of your family?*

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1 is Low, 10 is High
10. Have you explored the idea of personal legacy and what you'd like to be remembered for?*

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1 is Low, 10 is High
Tell us your biggest concern or anything else you'd like us to know.
Overall Results
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