What's Your Return on Life?
Most financial tools only measure your return on investment. The TruWealth Index measures whether your money is actually improving your life.
50 questions · About 8 minutes · Free personalized score
"To be truly wealthy, you must be in control of more than your money. Money is important — but it's not just about money. It's about your life."
The TruWealth Index shows you where you stand across the four elements of a truly wealthy life, and exactly where to focus first.
Having enough money isn't enough.
Most financial tools and advisors focus solely on your return on investment. But what's your return on life? When you sit at the center of your financial planning — instead of the portfolio — you start experiencing something different: fulfillment.
It's a tool we manage — with caution and wisdom — to improve our lives and the lives of the people we love.
ROI measures your portfolio. ROL measures whether that portfolio is actually making your life better.
It's "is my money being managed in a way that is improving my life?"
Family, purpose, and wellbeing all rise or fall with how wisely you handle money.
Your TruWealth Index will look at the following areas:
Finances & Money
How effectively you manage your income, expenses, and investments. Strong money habits guide your path to financial freedom.
Wellbeing & Health
How your physical and mental wellness support your ability to sustain and enjoy long-term success throughout your life.
Family & Friends
The strength of your relationships and support network to see how they contribute to your overall happiness and life.
Purpose & Meaning
How aligned your daily life and financial goals are with your core values and long-term sense of fulfillment.
Your Finances & Money score fuels the other three.
Improving how you manage money is the single fastest way to raise every other score in your Index — family, purpose, and wellbeing all rise with it.
How It Works
The TruWealth Index is designed to help you gain a clear picture of the four key elements of your life. Your results will assess your current strengths and weaknesses, highlight key areas for growth, and provide a tailored action plan to guide your next steps. This understanding is the foundation to building true wealth, peace of mind, and confidence. When you know where you stand, it's easier to map out a path to where you want to go.
This complimentary tool empowers you to plan your financial future with confidence — for both yourself and your loved ones. You'll receive a personalized report straight to your inbox.
- Answer 50 questions in under 15 minutes
- 100% free for YOU
- Receive your customized results instantly
- Get actionable tips to enhance your financial wellbeing
- Downloadable PDF blueprint you can revisit anytime
A personalized blueprint, benchmarked to the national average.
You'll see one headline TruWealth Score plus a score for each of the four elements — every one benchmarked against the national average so you know exactly where you're ahead, where you're behind, and where to focus first.
- A cover-page report you can download and revisit
- Focus & Build callouts for every subcategory
- A prioritization map of every question, sorted by tier
- An 8-step journey from score to a richer life