Prosperity & Wealth Business Financial Clarity Assessment
This assessment will evaluate your financial clarity, structure, and confidence. Your responses will generate a personalized Financial Clarity Score and recommended next steps.
Name
*
First Name
Last Name
Email
*
example@example.com
SECTION 1: Revenue & Cash Flow
1. Do you know your exact monthly business revenue?
*
A. Yes, down to the dollar
B. Roughly
C. I check occasionally
D. Not clearly
2. Do you know your monthly profit (not just revenue)?
*
A. Yes
B. Approximately
C. Not confidently
D. No
3. Do you review financial statements monthly(P&L, cash flow, balance sheet)?
*
A. Yes
B. Sometimes
C. Rarely
D. Never
SECTION 2: Owner Compensation & Stability
4. Do you pay yourself consistently?
*
A. Yes, structured salary
B. Most months
C. When there's extra
D. Inconsistently
5. If business revenue dropped 30%, you could sustain operations for:
*
A. 6+ months
B. 3-6 months
C. 1-2 months
D. Less than 1 month
Other
SECTION 3: Financial Strategy & Growth
6. Do you have a 12-month financial growth strategy?
*
A. Yes, written & projected
B. Rough targets
C. General goals
D. No
7. Do you track KPIs beyond revenue?
*
A. Yes, consistently
B. A few metrics
C. Rarely
D. No
Other
8. Are taxes planned for or reactive?
*
A. Strategically planned
B. Estimated
C. Scrambling quarterly
D. Surprises at tax time
SECTION 4: Scalability & Wealth Building
9. Is your business building personal wealth or just replacing income?
*
A. Building wealth
B. Somewhat
C. Unsure
D. Just surviving
10.Do you have a business emergency reserve?
*
A. 3-6+ months
B. 1-3 months
C. Minimal
D. None
Results
Submit
Should be Empty: