The Red Brain/Blue Brain Assessment

Red Brain / Blue Brain Assessment | Purposeful Wealth

This assessment reveals where you currently stand on the journey from Red Brain (anxiety, fear, paralysis) to Blue Brain (peace, clarity, purposeful action). There are no right or wrong answers—only an honest snapshot of where you are today.

Be honest. The value of this exercise depends entirely on your willingness to reflect truthfully.

Red Brain

Anxiety and fear
Paralysis and avoidance
3 a.m. worry
"What if I run out?"
Reactive decisions
Navigating alone

Blue Brain

Peace and clarity
Purposeful action
Restful sleep
"I have a plan"
Strategic decisions
Trusted guide beside you

How to Score

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

1 - Deeply Red

2 - Mostly Red

3 - Mixed

4 - Mostly Blue

5 - Deeply Blue

The Feeling

Chapter 1

I often lie awake at night worrying about money

I sleep peacefully, confident my finances are handled

Thinking about retirement makes me anxious

I feel excited and prepared for retirement

I feel tangled and stuck when facing financial decisions

I feel clear and decisive about my financial choices

Market downturns trigger panic or fear

Market downturns feel manageable within my plan

Section Score: 0 / 20

Money's Meaning

Chapter 2

My identity is closely tied to my net worth

My identity is rooted in who I am, not what I have

Spending money feels like losing part of myself

Spending on meaningful things feels joyful

I see myself as the owner of my wealth

I see myself as a steward of what I've been entrusted

I struggle to let go of assets, even when it makes sense

I can make rational decisions about my assets

Section Score: 0 / 20

The Plan

Chapter 3

My financial documents are scattered or disorganized

All my financial information is organized and accessible

10.

I don't have a written financial plan

I have a comprehensive written financial plan

11.

I avoid thinking about estate planning

My estate documents are complete and up to date

12.

I'm unsure if my beneficiaries and titling are correct

All beneficiaries and titling have been reviewed recently

Section Score: 0 / 20

True Wealth

Chapter 4

13.

I'm always chasing "more"—it never feels like enough

I know what "enough" looks like for me

14.

I focus primarily on financial wealth

I intentionally cultivate all seven types of wealth

15.

I neglect relationships, health, or purpose for money

I balance financial goals with what truly matters

Section Score: 0 / 15

The Guide

Chapter 5

16.

I navigate financial decisions alone

I have a trusted advisor who knows my whole situation

17.

My deepest financial questions stay buried

I have someone who draws out my real concerns

18.

My spouse is not fully involved in financial planning

Both of us participate in every major financial conversation

19.

I feel like I'm figuring this out as I go

I have a proven process and a guide who's been here before

Section Score: 0 / 20

The Living Plan

Chapter 6

20.

My financial plan sits in a drawer, unused

My plan is a living document I review regularly

21.

I don't know if I'm on track for my goals

I know exactly where I stand and what adjustments to make

22.

Life changes catch me financially off guard

My plan adapts as life evolves

23.

I wonder if my investments still match my goals

My portfolio is regularly reviewed and aligned

Section Score: 0 / 20

The Portfolio

Chapters 7-8

24.

I don't understand how my investments work

I understand my investment strategy and why it fits me

25.

I react emotionally to market swings

I stay disciplined through market volatility

26.

I'm unsure if my portfolio matches my risk tolerance

My portfolio is designed around my specific needs and timeline

Section Score: 0 / 15

Taxes

Chapter 9

27.

I only think about taxes at filing time

Tax planning is integrated into all my financial decisions

28.

I don't know if I'm minimizing taxes effectively

I have a clear strategy to reduce lifetime taxes

29.

I'm unsure which accounts to draw from first

I have a tax-efficient withdrawal sequence

30.

Roth conversions confuse me

I understand if and when Roth conversions make sense for me

Section Score: 0 / 20

Generosity

Chapter 10

31.

I give reactively when asked

I have a proactive, intentional giving plan

32.

Fear of not having enough limits my generosity

I give freely from a place of abundance

33.

I don't use tax-smart giving strategies

My giving is structured for maximum impact and efficiency

34.

I haven't thought about involving family in giving

Generosity is a shared family value and practice

Section Score: 0 / 20

Legacy

Chapters 11-12

35.

I haven't thought much about what I want to leave behind

I have a clear vision for my legacy—beyond just money

36.

I worry about how inheritance might affect my heirs

I'm preparing my heirs to receive wealth responsibly

37.

Family hasn't discussed values, money, or expectations

We've had meaningful conversations about family wealth

38.

My estate plan is outdated or non-existent

My estate plan reflects my current wishes and values

39.

I'm unsure what would happen to my family if I died

I have peace knowing my family would be cared for

Section Score: 0 / 25

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The Red Brain/Blue Brain Assessment

Red Brain

Blue Brain

How to Score

Get Your Results

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