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The Sovereign Wealth Assessment

What's your Sovereign Wealth Score?

15 honest questions across the five pillars. Score each on a 1–5 scale. Takes about 3 minutes.

Progress · 0 / 15

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S

Question 1 · Secure

I have 6+ months of essential living expenses in accessible reserves.
S

Question 2 · Secure

My family is covered by adequate life, health, and liability insurance.
S

Question 3 · Secure

My high-interest and consumer debt is under active control or eliminated.
O

Question 4 · Own

I own appreciating assets beyond my primary residence (stocks, real estate, etc.).
O

Question 5 · Own

I own equity in a business or hold income-generating intellectual property.
O

Question 6 · Own

My net worth is increasingly composed of owned assets vs. earned income.
V

Question 7 · Venture

I have built, or am building, a business asset that can run without me.
V

Question 8 · Venture

I have more than one stream of income contributing meaningfully each month.
V

Question 9 · Venture

I actively reinvest profits to create new income-producing assets.
E

Question 10 · Expand

My wealth is diversified across more than one country or jurisdiction.
E

Question 11 · Expand

I hold (or have a plan for) international real estate or foreign-currency assets.
E

Question 12 · Expand

I hold alternative assets (private equity, commodities, crypto, etc.) intentionally.
R

Question 13 · Retain

I use trusts, LLCs, or other structures to protect my key assets.
R

Question 14 · Retain

I have a current tax strategy (not just a tax preparer).
R

Question 15 · Retain

I have an up-to-date estate plan: will, beneficiaries, and continuity.

Answer all 15 questions to reveal your score (15 left).