You've Earned Success. Are You Getting the Life Outcomes You Envisioned?

This 5 minute assessment shows you what type of entrepreneur you are, starting with the Three Dilemmas every owner is navigating: reinvestment, legacy and exit.

Dilemma 1 of 3

The Re-Investment Dilemma™: Where should I reinvest my capital, back into the business, private equity, real estate, bonds, crypto, cash? Pick the statement that sounds most like you.

Dilemma 2 of 3

The Legacy Dilemma™: What is it all for? Will my wealth be a source of empowerment or entitlement?

Dilemma 3 of 3

The Exit Dilemma™: Will I have the freedom to pursue my life's purpose, or will I have simply sold it?

Where you are now

If I'm truly honest, the hours per week I'm currently working are in ideal alignment with the life experience of freedom and security I actually want.

No alignmentTotal alignment

Where you are now

When I hit a goal, I genuinely pause to celebrate and feel fulfilled, rather than immediately moving the goalposts and chasing the next thing.

DisagreeAgree

Where you are now

The work I do every day feels deeply connected to my purpose and what I'm here to contribute.

DisagreeAgree

Where you are now

I regularly get the time and space to step back and think intentionally about the direction of my company and my life, and to choose goals that match what I truly want.

DisagreeAgree

Where you are now

I feel confident and supported in making my biggest wealth and life decisions, and I'm consistently achieving the results I want, whether on my own or with my professional team.

DisagreeAgree

Your team

How does your tax, legal, and financial advisory team work together?

About your business

Which best describes where you are with your business right now?

About your business

What is your exit timeline?

How you like to learn

What is your content delivery preference?

Select all that apply.

About you

What is your annual income?

About you

What is your net worth?

Last step

Your Results Are Ready

Enter your details to unlock your full breakdown and recommended next steps.

Before You Start

The Practical Bits

No. The assessment stands on its own. It follows the same six components of WISE™ that the book walks through, so the two reinforce each other in either order.

About 5 minutes. Answer honestly rather than aspirationally. The value is in seeing where you actually are, not in scoring well.

Your entrepreneur type, with a read on where you are now and what the highest-return next move looks like from there. It opens with the Three Dilemmas, so you also see which one is most likely to force your hand first. From there you can read the book, join Ali’s letter for owners, or ask for an introduction to a WISE Guide.

They are used to generate your results and to send them to you. We do not sell your information, and completing the assessment does not put you into a sales process. There is no advisory service here to sell you.