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PRE-COURSE ASSESSMENT

Complete this before starting your WIN journey

INSTRUCTIONS:
Rate each statement on a scale of 1-10, where:

1 = Strongly Disagree/Never
5 = Neutral/Sometimes
10 = Strongly Agree/Always

Be completely honest - this is for YOUR wealth transformation tracking only.

Click the button below to start.

Start

SECTION 1: FINANCIAL INTELLIGENCE & INVESTMENT CONFIDENCE (HEAD PILLAR)

Rating: ___/10

Question 2 of 48

I feel confident making investment decisions and financial choices for myself and my family.

 

 

Rating: ___/10

Question 3 of 48

I understand how to unleash wealth through investing versus just saving money.

 

Rating: ___/10

 

Question 4 of 48

I know exactly where my money goes each month and have a wealth-building budget.

 

Rating: ___/10

Question 5 of 48

I feel comfortable discussing investment options and asking wealth-building questions. 

 

Rating: ___/10

Question 6 of 48

I believe I have the knowledge to unleash long-term wealth within myself.

 

Rating: ___/10

Question 7 of 48

I understand my risk tolerance and how to create an investment strategy that unleashes my potential

 

Rating: ___/10

Question 8 of 48

I know how to research and choose appropriate investment products (ETFs, funds, etc.) for wealth building.

 

Rating: ___/10

SECTION 2: WEALTH MINDSET & EMOTIONAL RELATIONSHIP WITH MONEY (HEART PILLAR)

Rating: ___/10

Question 10 of 48

I feel calm and empowered when thinking about unleashing my wealth potential. 

 

Rating: ___/10

Question 11 of 48

I believe I deserve to unleash unlimited wealth and create meaningful impact.

 

Rating: ___/10

Question 12 of 48

I can identify my emotional spending triggers and manage them to protect my wealth-building journey.

 

Rating: ___/10

 

Question 13 of 48

I view money as a positive tool for unleashing wealth and creating impact in the world.

 

Rating: ___/10

 

Question 14 of 48

I feel worthy of charging what I'm worth and investing in my own value.

 

Rating: ___/10

 

Question 15 of 48

I have released limiting beliefs about money that were blocking my wealth potential.

 

Rating: ___/10

 

Question 16 of 48

I feel abundant and ready to unleash my wealth within rather than feeling scarce.

 

Rating: ___/10

 

SECTION 3: FINANCIAL COMMUNICATION & WEALTH ACTION (VOICE PILLAR)

Rating: ___/10

Question 18 of 48

I can have open, honest conversations about money and investing with my partner/family. 

 

Rating: ___/10

Question 19 of 48

I confidently negotiate my salary, rates, or financial terms to unleash more income.

 

Rating: ___/10

 

Question 20 of 48

I speak up when financial decisions don't align with my wealth-building goals or values.

 

Rating: ___/10

 

Question 21 of 48

I actively seek out investment education and ask questions to unleash my potential.

Rating: ___/10

 

Question 22 of 48

I take consistent action on my wealth-building goals rather than just thinking about them.

 

Rating: ___/10

 

Question 23 of 48

I advocate for my financial needs and wealth-building boundaries in relationships.

 

Rating: ___/10

 

Question 24 of 48

I share wealth-building wisdom with other women and the next generation.

 

Rating: ___/10

 

SECTION 4: PRACTICAL WEALTH-BUILDING BEHAVIORS

Rating: ___/10

 

Question 26 of 48

I have an emergency fund that protects my wealth-building journey (at least 3 months expenses).

 

Rating: ___/10

 

Question 27 of 48

I invest money regularly (monthly or quarterly) to unleash long-term wealth growth.

 

Rating: ___/10

 

Question 28 of 48

I track my net worth and wealth-building progress consistently.

 

Rating: ___/10

 

Question 29 of 48

I have multiple income streams or am actively building them to accelerate wealth.

 

Rating: ___/10

 

Question 30 of 48

I have appropriate insurance and estate planning to protect my unleashed wealth.

 

Rating: ___/10

 

Question 31 of 48

I live within my means while still investing in my joy and wealth growth.

 

Rating: ___/10

 

Question 32 of 48

I give back financially to causes I care about, creating positive impact with my wealth.

 

Rating: ___/10

 

SECTION 5: IMPACT VISION & GENERATIONAL WEALTH

Rating: ___/10

 

Question 34 of 48

I have a clear vision of what unleashing my wealth within means for my personal freedom.

 

Rating: ___/10

 

Question 35 of 48

I am actively teaching wealth-building and investing to children or other women.

 

Rating: ___/10

 

Question 36 of 48

My investment decisions align with my values and desired impact on the world.

 

Rating: ___/10

 

Question 37 of 48

I feel empowered to break generational patterns and unleash wealth cycles in my family.

 

Rating: ___/10

 

Question 38 of 48

I see myself as a leader and role model for women who invest and create impact.

 

Rating: ___/10

 

Question 39 of 48

I believe my wealth success creates positive ripple effects and inspires others to unleash their potential.

 

Rating: ___/10

 

Question 40 of 48

I am building wealth that will create generational impact and lasting legacy.

 

Rating: ___/10

 

TOTAL PRE-COURSE SCORE: ___/350

WEALTH UNLEASHING LEVELS:

⦁ 280-350: Wealth Master - You're already highly empowered to unleash abundance!

⦁ 210-279: Strong Foundation - You have solid basics with room to unleash more potential

⦁ 140-209: Building Confidence - You're developing wealth awareness and ready to grow

⦁ 70-139: Early Journey - Perfect place to start unleashing your wealth within

⦁ 35-69: New Beginning - This course will unleash life-changing transformation

REFLECTION QUESTIONS (PRE-COURSE)

Answer the following:

Question 43 of 48

1. What is your biggest fear about investing and building wealth?

 

Question 44 of 48

2. What would unleashing your wealth within mean to you personally?

 

Question 45 of 48

3. What money belief from childhood most blocks your wealth potential?

 

Question 46 of 48

4. How do you want to feel about money and investing 6 months from now?

 

Question 47 of 48

5. What impact do you want to create when you unleash your wealth within?

 

Question 48 of 48

Date Completed: ________________ Name (Optional): ________________

 

Confirm and Submit