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7 Types of Wealth Assessment

Seven Types of Wealth Assessment | Purposeful Wealth

A P P E N D I X   B

The Seven Types of Wealth
Assessment

— Where is your true wealth? —

About This Assessment

This assessment isn't a test—and there's no pass or fail. It's simply a mirror, designed to help you see where you are today across seven dimensions of true wealth.

Financial wealth is the least valuable form of wealth—and must be transformed into higher forms. Most high achievers have poured everything into one or two dimensions while others quietly eroded. This assessment reveals where you've built strength and where the gaps might be costing you more than you realize.

The goal isn't perfection. The goal is awareness. Once you see clearly, you can begin making small, intentional changes that compound over time.

There are no right or wrong answers—only an honest snapshot of where you stand today. Feel free to adjust your responses as you reflect. The knots can be untied—one strand at a time.

R E D   B R A I N B L U E   B R A I N
Living inside the knotLiving in the solution
Neglected in key dimensionsCultivated across all dimensions
Out of balanceHarmoniously integrated
"More is never enough""Enough is always enough"
Accumulating assetsBuilding a life
Successful but not satisfiedSuccessful and at peace

How to Score

For each statement pair, select the number that best describes you:

1
Strongly
Red Brain
2
Somewhat
Red Brain
3
Mixed /
Unsure
4
Somewhat
Blue Brain
5
Strongly
Blue Brain

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