
A questionnaire designed to assess and measure your current Total Family Wealth position with greater accuracy.
All with a detailed report of our findings.
Why did we create The Essential Quiz?
Navigating Abundance is all about helping successful families realize their Total Family Wealth potential. To that end, we offer The Essential File as a tool that you can use to assess and measure your own TFW progress.
How should you interpret The Essential Quiz?
The Essential Quiz should not be considered a comprehensive assessment. Rather, it is intended to create an opportunity for self-assessment; identifying areas of strength along with areas that could use more work.
What does taking The Essential Quiz look like?
Taking the quiz is simple! Each screen will have a statement which you will select your level of agreement. 1 means you strongly disagree, 10 means you strongly agree. At the end, you will be given the opportunity to download your personalized Essential Quiz report.