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The First-Gen Wealth Scorecard
What stage of wealth building are you in?
Answer 15 questions to discover where you are today—and what to focus on next.
Takes about 3 minutes. No income, account balances, or net worth required.
SECTION 1 — CONTROL
Know where your money goes.
Do you know approximately how much money comes in and goes out each month?
A
Yes
B
Mostly
C
No
Do you consistently spend less than you earn?
*
A
Yes
B
Usually
C
No
Do you know your approximate net worth?
*
A
Yes
B
Roughly
C
No
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