WHOLISTIC WEALTH ASSESSMENT

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Wholistic Wealth Assessment

Are You Truly Living a Wealthy Life?

Success should feel fulfilling, free, and whole—not exhausting or empty or come at the cost of your well-being, relationships, or inner peace.

True wealth isn’t just money. It’s how you feel, live, love, and lead.

Your life is precious. Your energy is valuable.

Living optimally and wealthy requires the right mindset, heartset, habits, and support.

Let’s get clear on what’s working for you—and what’s not.

Discover Your Wholistic Wealth Scores

You’ve worked hard to create success—but are you truly wealthy in every sense of the word?

Growing your financial position is just one part of the equation. True wealth sustains your life, fuels your purpose, and supports your well-being.

To achieve this, you need:

Financial fitness—so your money works for you, not the other way around.
Mental clarity—to dream big while staying grounded and focused.
Emotional resilience—to handle life’s inevitable ups and downs.
Physical vitality—so you feel strong and energized for years to come.
Supportive relationships—that uplift and empower you.
A deep sense of purpose—so your success actually feels meaningful.

This is Wholistic Wealth. And the best part? You’re in control of just how wealthy you really are.

What You’ll Gain From This Assessment

Get Your Wholistic Wealth Scores across six vital zones - this will give you some eye-opening insights!
Clarity on where you thrive and where some extra attention could create a BIG shift.
Personalized next steps to build a life that feels as good as it looks.

Are you ready to see how wealthy you really are?

❤

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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HOW THIS ASSESSMENT WORKS

(If video doesn't work, watch here.)

A Quick Note Before You Begin:

Answer honestly—this is about awareness, not perfection.
There’s no right or wrong here—No judgement. Wherever you are is perfectly OK!
You’ll see some scores along the way, but your full report—including personalized recommendations—comes at the very end. Make sure you go all the way through to get the most out of this experience.

Take a deep breath… and let’s begin.

Wholistic Wealth Assessment

Who Am I & Why Should You Trust Me?

Hi, I’m Jennifer Love—Wholistic Wealth Champion, Entrepreneur & Storyteller.

I’ve founded five companies, achieved two successful exits, and helped land one of the most historic deals in Shark Tank history. I’ve guided leaders to raise millions, grow sustainable businesses, and—most importantly—build wealth that actually feels good.

With a Master’s in Organizational Behavior, a PhD in Financial Planning (in progress), and certifications in Financial Therapy, Health Coaching, and Jungian-based Advanced Applied Mythology, my work is rooted in both strategy and deep transformation.

As CEO of the LivWeal Institute, I help impact-driven entrepreneurs uncover and activate every layer of their wealth so they unleash their full potential and build a life that's truly extraordinary.

Because true wealth isn’t just what you have—it’s who you are being and how you are living.

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 any dependents or children?

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

Other

Where do you source your income?

(choose all that apply)

Salary

Real Estate

Business Revenue

Investments

A business acquisition or buy-out

Trust Fund

Other

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

What best reflects your CURRENT annual business revenue range?

NOTE: It’s very important to answer this question honestly and accurately because it will impact your personalized report and recommendations.

What best reflects your CURRENT personal income range?

How do you feel about investing or building wealth?

When do you plan to retire?

This is a great start!

★

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?

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

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Your daily spending habits affect your Wholistic Wealth.

How would you describe your spending patterns?

(choose all that apply)

I budget carefully

I spend more than I make

I avoid spending on myself

I often spend on impulse

I rarely look at the prices

I prioritize buying what I want within my financial means

I prioritize purchases that align with my values

I spend a lot on others

Other

Your Current Behaviors

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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 make confident decisions

I overthink

I rely on intuition

I make quick decisions

I avoid decisions

I am decisive when I have clear information

I mostly seek advice from others

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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?

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

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How often do you engage in at least 20 minutes of physical movement per day?

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How would you describe your eating habits?

(choose the statement that best reflects your current situation)

7 of 13

How often do you drink alcohol?

(choose the statement that best reflects your current situation)

8 of 13

Do you use screens (TV, social media, phone) right before bed?

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

How would you describe your closest relationships?

(choose the statement that best reflects your current situation)

10 of 13

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)

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

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How often do you take time to assess how your decisions and habits are shaping your wealth and well-being?

13 of 13

When faced with an opportunity that could compromise your well-being or values, how often do you say no?

Wholistic Wealth isn’t just about money—it’s about living abundantly in every way. When all six wealth zones align, you don’t just grow financially—you feel alive, in flow, and fully aligned.

Your habits reveal where your next expansion awaits. Let’s uncover where you’re ready to grow, thrive, and embody true Wholistic Wealth.

Wholistic Wealth is about thriving in every part of life—financially, emotionally, mentally, somatically, interpersonally, and energetically.

If you were to commit to expanding your Wholistic Wealth, which zone would you focus 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!

★

You deserve business success, financial freedom, and personal fulfillment—without burnout or compromising your soul.

We’re here to help you grow your Wholistic Wealth so you can thrive in every dimension of life, with integrity, intention, and alignment.

Research studies based on Self-Determination Theory

Research shows that when we chase extrinsic goals true well-being tends to decline. But when we prioritize intrinsic goals, well-being and fulfillment naturally increase.

Wholistic Wealth is built on this truth.

* Members who adopt the Wholistic Wealth approach report a 70% increase in confidence in making financial and life decisions.

Your Current Focus

How committed are you to building success, wealth, and impact—while prioritizing your well-being, fulfillment, and freedom?

Your Current Focus

(If video doesn't work, watch here.)

You’re about halfway through your Wholistic Wealth Assessment. Now, let’s get to the heart of your Wholistic Wealth scores.

* LivWeal members who adopt a Wholistic Wealth approach typically experience tangible, measurable shifts within 3 to 6 months.

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 am deeply connected to my 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.

I align my time, work, and resources with my values.

Your Wholistic Wealth Profile

When something doesn’t go as planned or an unexpected change happens, I tend to….

(Choose the response that most accurately describes you most of the time.)

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

(Choose the response that most accurately describes you most of the time.)

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

(Choose the response that most accurately describes you most of the time.)

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

(Choose the response that most accurately describes you most of the time.)

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

(Choose the response that most accurately describes you most of the time.)

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 receive a compliment without discomfort.

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…

(Choose the response that most accurately describes you most of the time.)

I find myself feeling worried, anxious, or stressed…

(Choose the response that most accurately describes you most of the time.)

When someone compliments me I tend to…

(Choose the response that most accurately describes you most of the time.)

When I feel emotional I tend to…

(Choose the response that most accurately describes you most of the time.)

My life is filled with…

(Choose the response that most accurately describes you most of the time.)

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 boundaries effectively.

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

(Choose the response that most accurately describes you most of the time.)

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

(Choose the response that most accurately describes you most of the time.)

In my family relationships I feel…

(Choose the response that most accurately describes you most of the time.)

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

(Choose the response that most accurately describes you most of the time.)

In a difficult conversation about money I tend to…

(Choose the response that most accurately describes you most of the time.)

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 trust myself to make sound decisions.

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

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

(Choose the response that most accurately describes you most of the time.)

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

(Choose the response that most accurately describes you most of the time.)

Most mornings I wake up and…

(Choose the response that most accurately describes you most of the time.)

When it comes to my flaws I tend to…

(Choose the response that most accurately describes you most of the time.)

My level of daily curiosity could be described as…

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

(Choose the response that most accurately describes you most of the time.)

Financial Wealth

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

I have an emergency fund and budget in place.

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 regularly review my financial health.

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

When unexpected expenses arise, how do you typically respond?

(Choose the response that most accurately describes you most of the time.)

My money habits are…

(Choose the response that most accurately describes you most of the time.)

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

(Choose the response that most accurately describes you most of the time.)

When it comes to reviewing my finances the truth is…

(Choose the response that most accurately describes you most of the time.)

When I make financial decisions I…

(Choose the response that most accurately describes you most of the time.)

Somatic Wealth

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

I feel strong, energized, and healthy in my body.

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)

(Choose the response that most accurately describes you most of the time.)

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

(Choose the response that most accurately describes you most of the time.)

Regarding the quality of my living conditions and environment…

(Choose the response that most accurately describes you most of the time.)

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

(Choose the response that most accurately describes you most of the time.)

I listen to my needs and respond by fulfilling them…

(Choose the response that most accurately describes you most of the time.)

(If video doesn't work, watch here.)

Now, let’s explore your Wholistic Wealth Zone Scores and see where small shifts can create profound alignment between your life and what truly matters to you.

Total Wholistic Wealth Score:

Understanding Your Overall Wholistic Wealth Score

Your score is not a measure of your worth—it’s simply a reflection of where you are on your Wholistic Wealth journey. Each range offers insights into what you may be experiencing 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 feel exhausted, uncertain, or disconnected from the life you truly want. If you’re here, know that awareness is the first step. With small, intentional shifts, you can start creating stability and building a solid foundation for growth.

60-69%: Searching for Stability

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

You’re managing, but something still feels off. You may be juggling responsibilities without seeing real progress or struggling to maintain balance. The good news? You’re on the edge of transformation. With focused attention and the right strategies, you can begin moving from survival mode into true stability.

70-79%: Building Momentum

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

You’re on your way. Certain areas of wealth feel strong, but others may still feel uncertain or inconsistent. You likely know what’s working and what needs more care. Now, it’s about refining your habits, aligning your choices with your values, and stepping fully into your next level of growth.

80-89%: Thriving

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

You’re thriving in most aspects of Wholistic Wealth. Your habits and systems support your growth, and you’re seeing the benefits. There’s always room for refinement, and at this stage, deepening your impact, sustaining success, and elevating joy become the key focus.

90-100%: Flow State

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

You’ve created a life that truly supports your well-being, goals, and deepest priorities. Wealth flows through all aspects of your life—financially, emotionally, mentally, interpersonally, somatically, and energetically. The focus now is maintaining this flow while continuing to evolve and serve at your highest capacity.

Where Most Members Start—And Where They Go

Most LivWeal members begin in the 50-85% range and, with consistent engagement in the membership, grow into the 90-100% range over time. This transformation happens through intentional shifts—learning, integrating, and surrounding yourself with the right support and tools.

Wherever you are today, this is simply your starting point. 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.

Next, we’ll dive deeper into your personal Wealth Zone focus (the area you previously selected) and the specific steps you can take to expand it.

Wholistic Wealth Assessment

Check-in Time

It’s time for a check-in to confirm your Wealth Zone focus—this choice will shape the personalized recommendations you receive moving forward.

Earlier, you selected the wealth zone as your first Wholistic Wealth focus.

Based on your scores…

✔ We agree!

Well done on recognizing exactly what most needs your attention right now. Let’s move forward!
You may benefit more by first focusing on wealth zone.

What would you like to do?

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

Looking Ahead: Your Wealth, Your Way

Now, let’s shift our focus to the life you want to create and how Wholistic Wealth can support your vision.

Your perspective shapes your journey—helping us understand how you think about wealth, success, and fulfillment.

Your Perspective

Lily Mockerman

CEO of TCRM (a Revenue Management Company)

This work 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.

Chris Roberts

Sales Executive

I had massive trouble sleeping. I went a week on six hours (total) at one point. It was really bad. Four months of that level of sleep deprivation I almost didn’t feel human. I've never been suicidal, but there were points where I definitely was okay with the idea of being hit by a bus. And, I've got a pretty rich, robust family life, happily married two kids, good job, good income.

I'm so excited about this work, because after doing it I am sleeping so much better now. And what I've uncovered is that what I didn't realize before was all this insomnia was not because I have any type of physical ailments, I am perfectly healthy. It was all anxiety, and it was anxiety about the stuff I'm working on in this program.

It's been really revolutionary for me. This offense with the practices have been huge, like, actually putting that into practice almost every day now has been really big for me.

Let’s take a closer look at the behaviors shaping your Wholistic Wealth—and what shifts could create even greater alignment.

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I want to...

(Choose which statement most closely represents you right now)

Your Perspective

2 of 11

Which statement best describes how you define ‘Enough’ when it comes to wealth and money?

(Choose which statement most closely represents you right now)

Your Perspective

3 of 11

I would love my life...

(Choose which statement most closely represents you right now)

Your Perspective

4 of 11

When I think about the biggest barrier to my wealth, my first reaction is…

(Choose which statement most closely represents you right now)

Your Perspective

5 of 11

Do you relate to the statement below?

“Money has affected my ability to socialize or engage with friends and family.”

(Choose which statement most closely represents you right now)

Your Perspective

6 of 11

My life feels like...

(Choose which statement most closely represents you right now)

Your Perspective

7 of 11

The quality and outcome of my life is...

(Choose which statement most closely represents you right now)

Your Perspective

8 of 11

I spend a considerable amount of time…

(Choose which statement most closely represents you right now)

Your Perspective

9 of 11

After seeing your scores, how do you feel about your relationship with wealth?

(Choose which statement most closely represents you right now)

Your Perspective

10 of 11

If you had a clear roadmap and support system, how much easier would it be to build Wholistic Wealth?

(Choose which statement most closely represents you right now)

Your Perspective

11 of 11

What types of support would most accelerate your growth right now?

(choose all that apply)

Financial mentorship

Leadership coaching

Emotional well-being

Business scaling

Personal lifestyle and well-being

Professional network connections

Expert advisors

Functional health

Spiritual growth

Other

Your Perspective

Making Sense Of It All

, you’ve done something powerful.
You’ve taken a deep and honest look at your Wholistic Wealth—and that takes courage.

Your results are more than just numbers; they’re insights into how you can align your life, wealth, and well-being in ways that truly serve you.

And here’s the best part:
Your next steps are clear, and you don’t have to figure it all out alone.

Making sense of it all

The Last True Wealth-Building Program You’ll Ever Need

Real wealth isn’t just about money. It’s about knowing yourself, trusting yourself, and building a life that feels as good on the inside as it looks on the outside.

That’s what Wholistic Wealth is all about. It’s not another thing to do—it’s a way to be.

📖 For centuries, wisdom keepers have known this truth:

“Knowing yourself is the beginning of all wisdom.” — Aristotle

“Who looks outside, dreams; who looks inside, awakes.” — Carl Jung

“The greatest thing in the world is to know how to belong to oneself.” — Michel de Montaigne

“The unexamined life is not worth living.” — Socrates

You’ve already started this journey. Now, let’s take the next step.

How motivated are you to take action and focus on your Wholistic Wealth zone?

The Wholistic Wealth Growth Path

The speed at which you build Wholistic Wealth depends on how well you take focused action, shift your mindset, and embrace a receptive way of being.

Every step you take brings you closer to a life that feels truly abundant, fulfilling, and free.

🌱 Step 1: Build Your Awareness
(You’re almost there! 🎉)
Gain clarity on where you currently stand by completing your Wholistic Wealth Assessment.

✨ Step 2: Build Your Foundation
Strengthen core habits, mindset and skills so you have a solid foundation for sustainable growth. Intentional actions that create real change.

📈 Step 3: Build Your Momentum
Build momentum through daily practices that strengthen your wealth across all areas of life.

🌊 Step 4: Live In Flow
Experience alignment across all six zones—where ease, success, and fulfillment naturally coexist.

🚀 Here you are right now.

🎯 Here’s where you want to be.

✨ And the gap between the two? That’s what we help you close.

Through LivWeal Collective, you’ll bridge that gap—achieving your goals, building lasting success, and cultivating deep personal fulfillment.

Because true wealth isn’t just about having more—it’s about living and enjoying your life. 💫
#LivingWealthy

Making sense of it all

Cherry Rose Tan

Founder and CEO, For Founders by Founder

I am grateful for this 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 75% increase in confidence when making financial and other important life decisions by adopting the Wholistic Wealth approach.

Marcus Lemonis

CNBC's the Profit, Host Chairman & CEO Good Sam
and Camping World, Lemon-AID Foundation

If you examine any successful entrepreneur they typically have one thing in common: a mentor. Nearly every successful person in history had someone who they could confide in and learn from. Jennifer Love offers entrepreneurs valuable insights.

Well done, you. Let’s review!

Want to Learn More About LivWeal Collective? Click here

Your Total Wholistic Wealth Score =

Your Wealth Zone Focus Score =

📩 Your Wholistic Wealth Assessment results and personalized recommendations have been sent to your email.

Here’s what your Wealth Zone Focus Score is revealing:

What Your Score is Revealing:

What’s Possible for you in the Next 3 - 6 Months?

Based on your chosen Wholistic Wealth Zone, here’s what you could achieve:

0-59%: Financially Overwhelmed

“I feel uncertain and anxious about my finances.”

In this range, you might struggle with financial security or growth, leaving you feeling stressed or unsure about how to make money or manage your resources. Your financial habits and planning may lack consistency, making it hard to feel confident. Starting with small, manageable steps in financial knowledge and habits can help you regain control.

60-69%: Gaining Awareness

“I’m starting to pay attention to my finances, but I feel unsteady.”

This range reflects an early stage of building financial understanding and skills. You might be aware of areas that need improvement but feel unsure about how to create sustainable habits and make more money. Focusing on foundational practices, like income strategies, budgeting, saving, or investing, can help you build stability and confidence.

70-79%: Building Financial Confidence

“I’m developing better financial habits and gaining more clarity.”

In this range, you’re making progress in areas like financial planning, management, and growth. You’re starting to feel more secure in your habits and practices, though there may still be opportunities to deepen your knowledge and consistency. Strengthening your financial understanding and planning skills along with exploring passive income strategies can help you continue this upward trajectory.

80-89%: Financially Secure and Growing

“I feel confident and secure in managing my finances.”

This range reflects solid financial knowledge, habits, and planning. You likely feel a sense of control and optimism about your financial security and growth. Refining your practices and exploring new opportunities for financial planning and growth can help you sustain and expand this stability.

90-100%: Financially Empowered

“I’m confident, proactive, and fully in control of my financial future.”

At this level, your financial habits, management, and planning are highly effective. You feel empowered and secure, with a clear understanding of how to grow your resources sustainably. This strong financial foundation allows you to focus on broader goals and live with confidence and freedom. Focusing on how to protect your assets and effectively give back to the community will bring you even more fulfillment and a lasting legacy.

0-59%: Disconnected and Drained

“I’m struggling to find meaning or purpose.”

At this level, you may feel disconnected from your values, creativity, or a higher purpose. Your day-to-day might feel overwhelming or uninspired, and it’s hard to find peace with what life brings. Building small habits that reconnect you with gratitude, creativity, and your sense of purpose is a powerful first step.

60-69%: Searching for Purpose

“I’m going through the motions but long for something deeper.”

This range indicates you’re beginning to notice what’s missing. You might feel moments of clarity or connection but find it difficult to sustain. Exploring practices that align your time, work, and values can help you build a stronger sense of purpose and inner peace.

70-79%: Awakened Awareness

“I’m starting to live more intentionally.”

You’ve likely begun to tap into what brings you joy, meaning, and fulfillment. There’s a growing connection to your values and purpose, but there’s still room to deepen your alignment. Reevaluating how you manage your time and design your life, nurturing gratitude, creative expression, and purposeful action will help you build momentum.

80-89%: Living in Alignment

“I feel connected, creative, and purposeful most of the time.”

You’re experiencing clarity and alignment in your values, purpose, and daily actions. Gratitude and creativity are likely a regular part of your life, and you’re finding ways to make a difference. Fine-tuning your habits and continuing to prioritize what matters most will help you sustain this flow.

90-100%: Embodied Fulfillment

“I’m fully at peace and living in alignment with my purpose.”

At this level, you feel deeply connected to your higher purpose and values. Your life is rich with gratitude, creativity, and meaningful action. You have a clear sense of how to align your time and resources with your priorities, creating a profound sense of ease and fulfillment.

0-59%: Struggling with Self-Worth

“I find it hard to manage my emotions and often feel overwhelmed or unworthy.”

In this range, you may struggle with self-worth, self-acceptance, and emotional regulation. Challenges like stress, disappointment, or adversity might feel difficult to navigate, leaving you reactive or emotionally drained. Focusing on small acts of self-love and building emotional awareness can set the stage for growth.

60-69%: Seeking Emotional Stability

“I’m learning to navigate my emotions but still feel unsteady at times.”

You’re beginning to explore your sense of self-worth and how you respond to challenges. While moments of resilience or self-acceptance may emerge, it can still feel like a struggle to maintain emotional balance. Building habits that nurture self-love and practicing healthy emotional expression can help strengthen your resilience.

70-79%: Building Emotional Resilience

“I’m starting to feel more confident and capable of managing my emotions.”

This range reflects progress in emotional regulation and self-acceptance. You’re growing in your ability to cope with stress, express emotions responsibly, and embrace moments of self-worth. Continuing to practice emotional resilience and self-love will help you build momentum and confidence.

80-89%: Emotionally Aligned

“I manage emotions well, feel resilient, and enjoy my life more fully.”

You’ve developed a strong sense of self-worth and emotional regulation, allowing you to navigate life’s challenges with grace and composure. You likely receive compliments with ease and are finding joy and fulfillment in your daily experiences. Deepening your self-awareness and self-acceptance will help maintain this balance.

90-100%: Emotionally Empowered and Fulfilled

“I feel confident, emotionally strong, and deeply at peace with myself.”

This range reflects a profound connection to self-love, self-worth, and self-acceptance. You consistently manage emotions with ease, recover quickly from adversity, and fully enjoy the richness of life. At this level, your emotional empowerment allows you to thrive in relationships and within yourself.

0-59%: Mental Strain

“I feel stuck and struggle to trust my ability to think clearly or solve problems.”

In this range, you might find it difficult to navigate challenges or think creatively. Negative self-talk and a lack of mindfulness may dominate, leaving you feeling mentally exhausted or unconfident. Focusing on cultivating a more supportive mindset and practicing mindfulness can help you regain clarity and confidence. Change your perspective and you’ll change your life!

60-69%: Searching for Mental Clarity

“I’m trying to develop my mindset, but I still feel scattered or unsure at times.”

This range suggests you’re starting to explore ways to improve your mental habits, but there’s still room to strengthen your confidence in problem-solving and decision-making. You may have moments of mindfulness or positive thinking, but consistency is a challenge. Building small, intentional habits can help you gain clarity and focus. Change your perspective and you’ll change your life!

70-79%: Building Mental Momentum

“I’m starting to trust my thinking and see progress in how I approach challenges.”

In this range, you’re developing greater confidence in your ability to solve problems and think creatively. You’re becoming more intentional in how you speak to yourself and choose your thoughts, and mindfulness is becoming a more regular practice. Continuing to refine your mindset and thought patterns and learning how to effectively reframe will help solidify your progress.

80-89%: Mentally Grounded and Confident

“I think clearly, solve problems creatively, and speak to myself with kindness.”

This range reflects strong mental resilience and growing confidence in your problem-solving and decision-making abilities. You likely feel present and grounded, with a supportive inner dialogue that reinforces your mindset. Strengthening mindfulness and creative thinking will help you maintain this flow.

90-100%: Mentally Empowered

“I feel sharp, creative, and deeply confident in how I think and solve problems.”

At this level, you consistently trust your ability to solve challenges and think creatively. You’ve cultivated a mindful and empowering way of speaking to yourself, and your mindset supports your growth in all areas of life. This strong mental foundation allows you to approach life with clarity, confidence, and ease.

0-59%: Physically Depleted

“I feel tired, disconnected from my body, and struggle to maintain healthy habits.”

In this range, you may experience low energy, inconsistent routines, pain, or difficulty sustaining physical health practices like sleep, movement, or nutrition. Playfulness and vitality might feel out of reach. Small, consistent steps toward nurturing your body can help you regain strength and start to rebuild your physical foundation.

60-69%: Seeking Balance

“I’m trying to care for my body, but it often feels like a struggle.”

This range suggests that while you may be attempting to prioritize your physical health, challenges like low energy, discomfort, inconsistent habits, or difficulty with self-care still arise. You may experience moments of vitality and playfulness, but they might feel fleeting. Focusing on sustainable habits, understanding your body-mind-emotion connection, detoxifying what needs to go, and supplementing what is needed can help you build a stronger connection to your body.

70-79%: Building Vitality

“I’m starting to feel stronger and more energized in my daily life.”

In this range, you’re making progress in areas like sleep, nutrition, and movement, and you’re beginning to experience more consistent energy levels. You may also find moments of playfulness and joy in your physical practices. Strengthening the consistency of your routines, understanding your body-mind-emotion connection, detoxifying what needs to go, and supplementing what is needed can help you sustain this momentum and deepen your connection to your body.

80-89%: Physically Aligned and Energized

“I feel healthy, strong, and energized most of the time.”

This range reflects a solid connection to your body’s needs and habits that support its vitality. You likely experience regular energy, enjoy movement, and find playfulness in your daily life. Refining, optimizing, and consistently practicing these habits will help you sustain and expand this level of well-being.

90-100%: Physically Empowered and Vibrant

“I feel vibrant, energized, and deeply connected to my body.”

At this level, your physical health is thriving. You’ve cultivated consistent habits around nutrition, movement, and rest that support your energy and vitality. Playfulness and joy are a natural part of your routine, and your physical practices empower you to live with strength and ease.

0-59%: Disconnected and Struggling

“I find it hard to communicate openly, trust others, or maintain healthy relationships.”

In this range, you may feel isolated or frustrated in your interactions with others. Communication may be strained, and trust or boundaries could be lacking. Relationships might feel unbalanced or leave you emotionally drained. Building small practices in honesty, empathy, and constructive communication can begin to shift these dynamics.

60-69%: Navigating Relationships

“I’m working on my relationships but still encounter challenges.”

This range reflects an awareness of what’s not working in your interpersonal connections. You might be making progress in areas like communication or boundaries but still find trust or consistency difficult. Practicing empathy, personal responsibility, and open dialogue can help you move toward more fulfilling relationships.

70-79%: Strengthening Connections

“I’m building trust and improving communication in my relationships.”

In this range, you’re starting to experience more balance and reciprocity in your interactions. Your communication skills are improving, and you’re setting healthier boundaries. Continuing to practice empathy, compassion, and personal responsibility will help you deepen and sustain your connections.

80-89%: Aligned and Trustworthy Relationships

“My relationships are grounded in trust, honesty, and mutual respect.”

This range reflects strong communication skills, healthy boundaries, and a consistent sense of integrity in your interactions. You likely approach relationships with empathy and compassion, fostering trust and mutual growth. Refining these skills will help you maintain alignment and deepen connection.

90-100%: Interpersonally Empowered

“I experience trust, balance, and authenticity in all my relationships.”

At this level, your relationships are thriving. You communicate openly and constructively, trust yourself and others, and maintain boundaries that support mutual respect. Your empathy and personal responsibility create a foundation for honesty and integrity, allowing your connections to flourish.

What’s Possible for you in the Next 3 - 6 Months?

Based on your chosen Wholistic Wealth Zone, here’s what you could achieve:

Financial

You understand, feel good about, and are on track with your budget, which includes saving and investing money.
All debt is strategic or being actively managed with a clear plan to reduce.
You’ve got a clear plan for unexpected financial emergencies.
You know how to understand the story your financial numbers are telling you.
Your financial acumen is rapidly growing, and you’re having way more fun than you thought possible.

Energetic

You feel connected to your purpose and are beginning to regularly take action that aligns with it.
Your daily actions and decisions are guided by a deeper understanding of your core values.
You are creatively engaging with life, bringing more innovative thinking and problem-solving into your work and personal projects.
You experience a stronger sense of connection with yourself and the world around you, fostering a sense of peace and fulfillment.
Your ability to manage time has improved, allowing you to dedicate more energy to meaningful and enriching activities.

Emotional

You know how to set goals and achieve them.
You actively practice self-love, prioritizing your well-being and nurturing a kind, compassionate relationship with yourself.
You embrace self-acceptance, feeling at peace with who you are, both strengths and imperfections.
You’ve developed powerful emotional regulation skills, allowing you to manage stress and difficult emotions with ease and grace.
Your resilience has grown, and you’re able to bounce back quickly from challenges, viewing them as opportunities for growth.

Mental

Your problem-solving skills are sharper, allowing you to approach challenges with clarity and creativity.
You’ve cultivated a strong mindfulness practice, staying present and grounded more and more throughout the day.
You are more intentional with your thoughts, ensuring they align with the outcomes you want to achieve.
The way you speak to and about yourself is filled with kindness, compassion, and empowerment, reinforcing your sense of self-worth.
You’ve developed a mental habit of reframing negative situations, focusing on possibility and growth instead of limitation.

Somatic

The quality of your physical health has improved, and you feel stronger, more energized, and in tune with your body’s needs.
Your energy levels are noticeably higher, thanks to balanced and sustainable habits around food, sleep, and movement.
You’ve integrated movement and exercise into your routine in a way that feels energizing and joyful.
You allow yourself to be playful, engaging in fun, lighthearted activities that bring you joy and laughter.

Interpersonal

Your communication skills have become more effective, allowing you to express your thoughts clearly and confidently in all areas of life.
Your ability to trust has strengthened, fostering deeper and more authentic relationships.
You have developed healthy relational boundaries, knowing when to say yes and when to say no to protect your time, energy, and well-being.
You navigate conversations with both grace and courage, staying true to your values while remaining open and compassionate.

Pause for a moment…

Imagine if just one of these results became your reality in the next 3 - 6 months.

How would you feel?

What would change for you?

What would that be worth?

If you’re feeling a pull toward this vision, you’re ready for the next step.

The Last Wealth Building Program You’ll Ever Need

(If video doesn't work, watch here.)

Join LivWeal Collective Now OR Book a Call

Here’s What’s Included:

📌 KickStarter 90-Day Wholistic Wealth Growth Plan (w/ 1:1 Session) — personalized, so you know exactly where to focus.

📌 Monthly Wholistic Wealth Kits—practical, high-impact strategies tailored to your needs.

📌 Quarterly Group Planning Days—so you keep momentum without overwhelm.

📌 Executive Roundtables—real-time insights, breakthroughs, and strategy.

📌 Concierge-Level Support & Referrals—access to the right connections, when you need them.

📌 (LivWeal Elite) Private 1:1 Coaching, Exclusive Strategy Sessions & Retreats—for deep, full-spectrum transformational shifts.

It’s the key to building real, sustainable wealth—inside and out.

Two Choices. One Decision.

Option #1: 👉 Take your recommendations and go it alone. (the report is in your email)

✖ Likely more expensive in the long run.

✖ Slower progress.

✖ More trial and error.

✖ No accountability, no expert guidance, no high-level support.

Choice #2: Join LivWeal Collective and build your Wholistic Wealth with personalized resources, expert mentorship, and a powerful community by your side.

💡 You deserve to build wealth in a way that feels aligned, fulfilling, and fully supported.

Your Next Step

✔ We have a personalized Wholistic Wealth Kit waiting for you inside the collective.

✔ Join a community of high-caliber leaders building wealth—without burnout.

✔ Start seeing real transformation in your wealth, business, and personal fulfillment.

You in?

Ready to join now?

Ready to step in?
This is for leaders with $250K - $10M annual revenue OR $200k+ of investable assets.

Book a Call

If this speaks to you, let’s talk. In 25-ish minutes, we’ll see if this is the right fit.

Real wealth isn’t just about money.

It’s about knowing yourself, trusting yourself, and building a life that feels as good on the inside as it looks on the outside.

That’s what Wholistic Wealth is all about. It’s not another thing to do—it’s a way to be.

📖 For centuries, wisdom keepers have known this truth:

“Knowing yourself is the beginning of all wisdom.” — Aristotle

“Who looks outside, dreams; who looks inside, awakes.” — Carl Jung

“The greatest thing in the world is to know how to belong to oneself.” — Michel de Montaigne

“The unexamined life is not worth living.” — Socrates

You’ve already started this journey. Now, let’s take the next step.

How motivated are you to take action and focus on your Wholistic Wealth zone?

Growing Wholistic Wealth

The speed at which you build Wholistic Wealth depends on how well you take focused action, shift your mindset, and embrace a receptive way of being.

Every step you take brings you closer to a life that feels truly abundant, fulfilling, and free.

Because true wealth isn’t just about having more—it’s about living and enjoying your life. 💫
#LivingWealthy

Cherry Rose Tan

Founder and CEO, For Founders by Founder

I am grateful for this process, which healed my emotional blocks around abundance and burnout.

* Members report a 75% increase in confidence when making financial and other important life decisions by adopting the Wholistic Wealth approach.

Marcus Lemonis

CNBC's the Profit, Host Chairman & CEO Good Sam
and Camping World, Lemon-AID Foundation

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