Company
- Our Team
Portfolio
How it Works
Insight Hub
Contact

Wealth Readiness Assessment

Discover how financially prepared you really are.

Exhausted from trying to build financial security in an unpredictable market?

Take the 5-minute Wealth Readiness Assessment to find out if your money is truly working for you.

Your Results Will Reveal:

How efficiently your capital is working - even while you're focused on your career.
How close you are to financial independence - and the one move that could accelerate it.
How balanced your portfolio really is (and where it's overexposed.)

Backed by Research, Not Guesswork

Recent studies show that even the most successful professionals are unknowingly sabotaging their wealth potential:

68% of tech professionals hold more than half their wealth in company stock
74% say they don’t fully understand how their portfolio performs beyond market benchmarks
82% report “lack of time” as their top barrier to exploring alternative investments
That's why we built this assessment: to help you gain clarity, control, and a proven path toward financial independence without adding another job to your life.

How It Works:

Answer a few questions —

It takes less than 5 minutes.

Get your personalized Wealth Readiness Stage.

Get tailored next steps for your stage.

Start the Assessment

Do you know exactly how much of your wealth is tied to your company’s stock or the tech sector?

Most of it — I’m heavily exposed to one company or industry.

A good amount — I’m aware of the risk but haven’t diversified yet.

Some exposure — I’ve started rebalancing.

Very little — my portfolio is already well diversified.

Have you diversified your portfolio beyond public markets and traditional funds?

No, I’m fully in stocks, mutual funds, and ETFs

Somewhat—I’ve invested in a few alternatives (crypto, REITs, etc.)

Yes—I’ve invested in private real estate or other alternative assets

Yes, I actively balance between public and private opportunities

Are your investments generating consistent, predictable income each month?

No, my returns are mostly on paper

Occasionally, I get some dividends or gains

Yes, I receive steady passive income

Yes, and it meaningfully contributes to my lifestyle

Are your investments aligned with your long - term goals for freedom, family, and legacy?

Not yet—I don’t know enough about them

I’ve heard of them but haven’t applied any

I’ve started using basic tax strategies

Yes—I actively use tax-efficient investing

Is your capital actively compounding while you focus on your career?

No, it’s sitting idle in savings or the marketption 1

Somewhat—I reinvest occasionally

Yes, I have systems that compound returns

Absolutely—my portfolio compounds automatically

Do you feel confident that your money is working as hard as you are?

Not at all—I feel behind

Somewhat—I’m learning but not consistent

Yes—I have a clear plan

Completely—my strategy and results are aligned

Could you maintain your lifestyle for a year without relying on your active income?

No—I’d be financially stressed within monthption 1

Maybe—I have some savings or rental income

Yes—I could sustain myself comfortably for a year

Absolutely—I’ve built true financial independence

Do you have a clear plan for when and how your investments will replace your salary?

No plan yet—I’m still figuring it out

I have ideas but nothing written down

Yes—I’ve mapped out my financial freedom timeline

I’m already executing that plan successfully

Are your investments aligned with your long-term goals for freedom, family, and legacy?

Not yet—I’m focused on short-term returns

Somewhat—I’m trying to balance life and wealth

Yes—I’m investing with clear purpose and goals

Absolutely—my portfolio reflects my life vision

Current financial situation?

I’m earning well but don’t have a clear investment strategy yet

I’ve started investing, but most of my wealth is still tied to the market or my company stock

I’m financially secure but need more passive income or tax efficiency

My investments are diversified and generating steady returns—I’m focused on growth andlegacy

What's your most desired outcome in the next 1 - 3 years?

Create a reliable monthly income that supplements or replaces my salary

Reduce dependence on market volatility and tech exposure

Keep more of what I earn using smarter tax and investment structures

Step back from active work to focus on flexibility, purpose, and legacy

What is the obstacle stopping you from reaching financial freedom?

Lack of time to research, vet, and manage investments

Uncertainty if my portfolio aligns with my long-term goals

Overreliance on company stock or market-based wealth

Lack of trustworthy access to quality passive opportunities

Which statement best reflects your investing readiness?

I’m curious—I want to learn more before investing

I’m ready to start small and test passive investing soon

I already invest and want to allocate more into real estate or alternatives

I’m experienced and ready to deploy larger capital strategically

Is there anything else we should know about your goals or challenges?

First Name *

Last Name *

Email *

Phone

I Consent to Receive SMS Notifications, Alerts & Occasional Marketing Communication from Greenfinity Capital. Message frequency varies. Message & data rates may apply. You can reply STOP to unsubscribe at any time.

Stores the total calculated value from the Financial Freedom Assessment survey.Survey Score - FFA

NEXT

(555) 123-4567

[email protected]

Navigation

Company
Portfolio
How It Works
Insight Hub
Contact

Monthly Newsletter Signup

Monthly Newsletter Signup

© 2026 Greenfinity Capital. All rights reserved.

Disclaimer Privacy Policy