WHOLISTIC WEALTH ASSESSMENT

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Wholistic Wealth Assessment

Do you long to feel deeply fulfilled, whole, and unconstrained (in life and business)?

Optimizing and enjoying your one unique and precious life calls for the right mindset, heartset, habits, and support.

Are you living a truly wealthy life?

Discover your Wholistic Wealth Scores

We know you’ve worked hard in eager anticipation of enjoying the rewards of this effort. As you grow your financial position, you most likely want it to sustain your life and a sense of purpose as you do it.

To achieve this, you need to prepare for:

the financial fitness that will put money to work for you
the mental space to dream big AND deeply focus
the emotional resilience to handle inevitable challenges
consistent physical vitality so you feel good (for all the years to come)
navigating relationships that fuel and support you
clear understanding and connection with your purpose

We call it Wholistic Wealth (and the benefits include a whole lot more than just money).

And here’s the thing: You’re in control of just how wealthy you are!

Through this eye-opening assessment, you’ll:

Discover your Wholistic Wealth Scores across six vital areas. (Prepare to be surprised!)
See where you’re already rocking it and where some extra love and attention could make a BIG difference in your life.
Receive personalized advice on what could be the next right steps in your life!

❤

Enter your details and we will send your assessment results to you.

Cheers to your well-being, personal fulfillment, and inner freedom as you build your career/business success and financial position.

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WHOLISTIC WEALTH ASSESSMENT

There are 6 sections in this assessment. They include…

Getting To Know You
Your Current Behaviors
Your Current Focus
Your Wholistic Wealth Profile
Your Perspective
Making Sense Of It All

You’ll see your progress through each section via the progress bar at the top of the screen.

When you select your answer on each page, select what is true for you RIGHT NOW. This is NOT what you hope or wish for yourself in the future.

Where you are is perfectly OK!

Wholistic Wealth Assessment

Getting To Know You

What is your preferred first name?

What is your last name?

Getting To Know You

What is your age?

Your daily schedule and routines can affect your Wholistic Wealth.

How would you describe your lifestyle?

Where in the world are you located?

What gender do you identify with?

What is your relationship status?

Do you have dependents/children at home?

Which of the following best describes the career stage(s) you’re in?

(select all that apply)

Just out of high school or college

Recently started a business

Running a business

Recently sold a business

Recently inherited money

Retired

On Sabbatical

Making a career change

Working professionally

Working side jobs

Not working

Recently filed bankruptcy

Other

Where do you source your income?

(choose all that apply)

I have a job

I am self-employed

Through real estate investments

I am a self-funded retiree

From a pension plan

Through stock market investments

A business acquisition or buy-out

A trust fund

Other

If you own, run, or work in a business, what industry do you work in?

What best reflects your CURRENT annual personal income range?

What best reflects your IDEAL annual personal income range within the next 1 - 2 years?

When do you plan to retire?

This is a great start!

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Beyond the demographics and numbers exists all the zones of wealth we recognize as Wholistic Wealth…

…Now, let's explore what your current behaviors say about your current Wholistic Wealth?

Doing an assessment like this with us, you are in good hands and you are not alone....

Over the years we’ve helped thousands of people shed financial stress, overwhelm, and the feeling of being spent.*

*Members who adopt the Wholistic Wealth approach in their lives report that they reduce financial stress and anxiety by an average of 80%.

This work with Jennifer has changed my entire life.

Doubled revenue in just one year...my anxiety has gone down 80%.

I just keep going back for more because it overflows into all areas of my life. I feel free like I never have before.

Let’s now explore the kind of behaviors that may be impacting your Wholistic Wealth.

1 of 11

Your daily spending habits affect your Wholistic Wealth.

How would you describe your spending patterns?

(choose all that apply)

I avoid unnecessary purchases and prefer to plan my expenses

I spend more than I make

I avoid spending on myself

I often spend on impulse, especially when I’m stressed or need a pick-me-up

I rarely look at the prices

I prioritize buying what I want, but only if it fits within my financial limits

It depends on how I’m feeling or what’s happening in my life

I spend a lot on others

Other

Your Current Behaviors

2 of 11

Decision-making is influenced by your confidence, which in turn directly impacts the quality of your Wholistic Wealth.

How would you describe your daily decision-making?

(choose all that apply)

I trust my decisions and make them confidently

I tend to overthink and struggle with decision-making

I rely on my intuition and usually follow my gut

I seek advice from others before deciding

I make quick decisions, sometimes without fully thinking them through

I avoid making decisions and let others take charge

I balance logic and emotion when making decisions

I’m decisive when I have clear information but struggle with uncertainty

3 of 11

Foundational daily habits are often a reflection of your stress level and your self-worth. Both greatly impact your Wholistic Wealth.

Do you brush your teeth every day?

4 of 11

How would you rate the quality of your sleep over the past month?

5 of 11

How often are you physically active for at least 20 minutes each day?

6 of 11

Do you eat a balanced diet in the appropriate proportion for your body each day?

(choose the statement that best reflects your current situation)

7 of 11

How often do you drink alcohol?

(choose the statement that best reflects your current situation)

8 of 11

Are you watching TV or on social media or on your computer as you go to bed at night?

9 of 11

Your self-worth can be seen in your interactions with others.

Which best describes the quality of most of your relationships?

10 of 11

Career choices are often shaped by how you value yourself and your abilities. This impacts your Wholistic Wealth.

Do you feel that your career path reflects your true value and abilities?

(choose the statement that best reflects your current situation)

11 of 11

Please select any of the following things you might do if you’re feeling stressed or overwhelmed about money:

I cannot express how special Jennifer Love is. Not only does she have the emotional intelligence to create a safe space for growth, but Jennifer is also a financial and business oracle.

Most importantly, Jennifer does this work because she genuinely wants to change the world for women through financial literacy.

This has been the single best investment I have made for myself as a female professional.

If you are ready to transform, this is for you. Thank you to Jennifer and her amazing team for my better future.

Your behaviors are indicators of what needs attention to build your Wholistic Wealth — now, let’s shift focus to where you most want to grow and thrive.

If you wanted to increase or make a commitment to improve your Wholistic Wealth, what zone would you focus your attention or effort on first?

(Click on the options below to read each description. Choose one option.)

Financial

What is Financial Wealth? Financial Wealth is reflected in your confidence, understanding and experience with your financial security and growth, your financial knowledge, your financial management skills, your financial habits and practices, and your financial planning.

Energetic

What is Energetic Wealth? Energetic Wealth is experienced in your clarity with your purpose and values, how connected you feel with yourself and everything around you, your creativity, how you use time, and your legacy and contribution.

Emotional

What is Emotional Wealth? Emotional Wealth is reflected in your sense of your self-worth, self-love, and self-acceptance. You experience it in your ability to manage and regulate your emotions, how resilient you are, and your ability to receive and enjoy your life.

Mental

What is Mental Wealth? Mental Wealth is experienced in your confidence with problem-solving and creative thinking skills, your mindfulness, how you speak to or about yourself, and how you are cultivating your mindset and the way you choose to think about things.

Somatic

What is Somatic Wealth? Somatic Wealth is the quality of your physical health; your body’s functioning and vitality, your energy levels and sustenance habits (food, sleep, and movement), your ability to be playful, and the consistency of your practices and habits.

Interpersonal

What is Interpersonal Wealth? Interpersonal Wealth is your communication skills, your empathy and compassion skills, your ability to trust, the constructive boundaries that exist in your relationships, and your experience with honesty, integrity, and personal responsibility.

Your Current Focus

Awesome!

❤

We’re here to help you grow your Wholistic Wealth so that you achieve business success, financial freedom, and personal fulfillment without burnout or feeling like you are selling your soul.

Research studies based on Self-Determination Theory

Simply by focusing your attention on the intrinsic nature of building Wholistic Wealth, you are significantly more likely to experience deep levels of well-being, fulfillment, and inner freedom while creating business success.

Your Current Focus

I am grateful to Jennifer Love and her process, which healed my emotional blocks around abundance and burnout.

Since then, I have pursued my dream: leading the mental health movement in the tech industry. This mindset helps me work with founders and investors on a daily basis, so that my industry can operate powerfully with money and health.

*Members report a 70% increase in confidence about making financial and other important life decisions by adopting the Wholistic Wealth approach.

How motivated are you to prioritize your well-being, personal fulfillment, and inner freedom as you build your career/business success and financial position?

Your Current Focus

* LivWeal members who adopt a Wholistic Wealth approach typically see measurable improvements within 3 to 6 months.

Why should you go through this process with Jennifer? To start…It shows up in your bank account. During this process I purchased my dream home, bought another vacation home, brought on a business partner, signed a $multi-7-figure contract and that’s all really just the cherry on top.

My entire life has transformed for the better. Literally EVERYTHING has changed – how I feel, how I think, and my body.

Jennifer offers compassionate but tough coaching that brings out your truth. That’s the thing that will set you free to reach your potential.

Alright!

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You’re about halfway through your Wholistic Wealth Assessment.

We’ve covered the demographics, some behaviors, and your self-identified zone of focus.

Now, let’s get to the heart of your Wholistic Wealth scores.

And just a reminder, whatever your score is perfectly OK!

Your Current Focus

Energetic Wealth

(Use the sliders to indicate how true each statement
is for you. 0 = not true, 100 = 100% true)

I remain open, receptive, and at peace with what life brings.

I feel deeply connected to a higher purpose or spiritual practice.

I am very satisfied with how I am making a difference in the lives of others.

My life is filled with gratitude, pleasure, and creative expression.

My time, work responsibilities, and resources fully align with my personal values.

Your Wholistic Wealth Profile

When a deal falls through, or a client cancels unexpectedly, I tend to….

I nurture my higher purpose or spiritual well-being (i.e. meditation, prayer, contemplation, mindfulness practices)…

When it comes to my life purpose and making a difference in the lives of others, I…

When it comes to creative activities such as a hobby, art, music, writing etc, I tend to…

Regarding my values (core beliefs, ethics & morals, etc)…

Emotional Wealth

(Use the sliders to indicate how true each statement
is for you. 0 = not true, 100 = 100% true)

I identify, manage, and express my emotions responsibly.

I am able to effectively cope with adversity, disappointment and stress.

I am good at receiving a compliment with complete ease.

Others would describe me as even-keeled and emotionally stable.

I fully love and enjoy my life.

When I am emotionally triggered I tend to…

I find myself feeling worried, anxious, or stressed…

When someone compliments me I tend to…

When I feel emotional I tend to…

My life is filled with…

Interpersonal Wealth

(Use the sliders to indicate how true each statement
is for you. 0 = not true, 100 = 100% true)

I am fully aware of the impact I have on others.

I have at least three trusted people I can turn to for emotional support when I need it.

I am deeply satisfied with the quality of my friendships and social interactions.

I strive greatly to make healthy choices and decisions when interacting with others.

I easily communicate and establish effective boundaries with the people in my life.

In my interactions with others I consider the impact of my actions and words…

When I am going through a difficult time I tend to…

In my family relationships I feel…

On a weekly basis, I engage in social activities outside of work (i.e. meeting up with friends, family, or social groups)

In a difficult conversation about money I tend to…

Mental Wealth

(Use the sliders to indicate how true each statement
is for you. 0 = not true, 100 = 100% true)

I easily and efficiently comprehend and process information.

My creative problem solving skills are solid and strong.

I am easily able to be fully present in the moment.

I can completely trust myself.

I am satisfied with the level of daily mental stimulation in my life.

When it comes to taking in new information I tend to…

When it comes to finding creative solutions to problems I face, I tend to…

Most mornings I wake up and…

When it comes to my flaws I tend to…

My level of daily curiosity could be described as…

(think: learning a new skill, deep conversation, games, reading, etc)

Financial Wealth

(Use the sliders to indicate how true each statement
is for you. 0 = not true, 100 = 100% true)

I manage expenses with a budget and have an emergency fund to cover unexpected expenses.

I am confident about being financially self-reliant and having enough savings or investments to support my lifestyle and future.

I am very self-aware when it comes to making healthy decisions about money.

I confidently review and manage my financial resources and investments regularly.

My financial choices are in alignment with my values and life circumstances.

With regards to handling unexpected expenses…

My money habits are…

My level of self-awareness when it comes to making decisions about money…

When it comes to reviewing my finances the truth is…

When I make financial decisions I…

Somatic Wealth

(Use the sliders to indicate how true each statement
is for you. 0 = not true, 100 = 100% true)

I am satisfied with how my body functions and performs day-to-day tasks.

I am satisfied with my diet and exercise habits.

I am satisfied with the quality of my living conditions and environment.

I am satisfied with the sense of safety, control, and autonomy I have in my life.

I am satisfied with my ability to identify my needs, listen to them, and fulfill them.

My physical health is…

(think: strength, stamina, flexibility, pain, ability to move, etc)

When it comes to my daily healthy diet and exercise habits I tend to…

Regarding the quality of my living conditions and environment…

When it comes to feeling in control and having personal freedom…

I listen to my needs and respond by fulfilling them…

Let’s take a look at your Wholistic Wealth Zone Scores and what they reveal about where attention is needed to align your life with your priorities.

Total Wholistic Wealth Score:

Understanding Your Overall Wholistic Wealth Score

Your score isn’t a reflection of your worth or value as a person— it’s a snapshot of where you are on your journey toward Wholistic Wealth. Each range represents a different phase of the experience, offering insights into what you might be feeling and where growth is possible. Let’s break it down:

0-59%: Foundation Needed

“I feel stuck and overwhelmed.”

This range indicates significant challenges across multiple areas of wealth. You might be feeling disconnected, spent and exhausted, or uncertain about how to move forward. It’s okay to be here — awareness is the first step toward growth. The good news? With small, intentional actions, you can begin to create stability and build a foundation for growth.

60-69%: Searching for Stability

“I’m surviving, but I’m not thriving.”

In this range, you might feel like you’re juggling a lot but not seeing the results you want. Some areas may feel manageable, but others might still be leaving you stressed or dissatisfied. You’re on the edge of progress, and with focused attention and the right practices, you can start to find balance and move toward greater alignment.

70-79%: Building Momentum

“I’m making progress, but there’s room for improvement.”

This range suggests you’re gaining traction in some areas of your Wholistic Wealth, but others may still need significant care and attention. You likely have a sense of what’s working and what isn’t, and you’re ready to take more accelerated + intentional steps to build momentum. Growth in this phase often comes from refining habits and aligning them with your values.

80-89%: Thriving

“I’m aligned in many areas, but I know I can go further.”

In this range, you’re thriving in most areas and beginning to experience the deeper benefits of Wholistic Wealth. You’ve developed habits and systems that support you, but there are still opportunities to deepen your growth and expand your impact. Fine-tuning and consistent practice can help you achieve even greater fulfillment.

90-100%: Flow State

“I’m living in alignment with my values and loving and enjoying my life.”

This range reflects a strong alignment across all six zones of Wholistic Wealth. You’re likely experiencing ease, clarity, and peace in your daily life. While no one is perfect, you’ve created a life that supports your well-being, goals, and values. The focus here is on maintaining this flow while continuing to evolve and be of great service to others.

Members of the LivWeal Membership tend to start in the 50-70% range and grow to consistently score 80% and higher as they engage with our practices, tools, resources, and community support. Growth takes time, and you’ve already taken the first step.

By understanding your score in this way, you can see it as a guide for where you are and where you want to go. No matter your starting point, every step forward matters.

We will dig more deeply into your personal Wealth Zone focus (the zone you previously selected) and the specific steps you can take to grow it as we move further through this assessment.

Wholistic Wealth Assessment

Check-in Time

It’s time for a check-in to confirm your Wealth Zone focus. This choice will inform the recommendations we make moving forward.

Earlier, you choose wealth zone as your first Wholistic Wealth focus. Based on your scores.

We agree! Well done on knowing what most needs your attention right now.
Hmmm…Your Wholistic Wealth Scores reveal you may benefit more by first focusing on your wealth zone.

What is Financial Wealth?

Financial Wealth is reflected in your confidence, understanding and experience with your financial security and growth, your financial knowledge, your financial management skills, your financial habits and practices, and your financial planning.

What is Energetic Wealth?

Energetic Wealth is experienced in your clarity with your purpose and values, how connected you feel with yourself and everything around you, your creativity, how you use time, and your legacy and contribution.

What is Emotional Wealth?

Emotional Wealth is reflected in your sense of your self-worth, self-love, and self-acceptance. You experience it in your ability to manage and regulate your emotions, how resilient you are, and your ability to receive and enjoy your life.

What is Mental Wealth?

Mental Wealth is experienced in your confidence with problem-solving and creative thinking skills, your mindfulness, how you speak to or about yourself, and how you are cultivating your mindset and the way you choose to think about things.

What is Somatic Wealth?

Somatic Wealth is the quality of your physical health; your body’s functioning and vitality, your energy levels and sustenance habits (food, sleep, and movement), your ability to be playful, and the consistency of your practices and habits.

What is Interpersonal Wealth?

Interpersonal Wealth is your communication skills, your empathy and compassion skills, your ability to trust, the constructive boundaries that exist in your relationships, and your experience with honesty, integrity, and personal responsibility.

Wholistic Wealth Assessment

Alright! Let’s keep going.

Just a few more steps until you are complete!

You will soon be on your way to knowing exactly what steps to take next to build Wholistic Wealth in your life, increasing your financial position and business/career success, all while improving your well-being, personal fulfillment, and inner freedom.

Let’s now look ahead at the kind of life you want to live and what’s most important to you.

Your Wholistic Wealth Profile

Your Perspective

Next, let’s find out what kind of Wholistic Wealth approach will work best for you!

Your perspective will help us better understand how you are thinking about your wealth building journey.

Your Perspective