You're bringing in money.
Are you building wealth?
Households that earn and save well still lose ground in the same seven places: the beneficiary form nobody has rechecked, the one position quietly running the net worth, the taxes decided by default. Not mistakes. Blind spots.
Twelve questions you can answer from memory. You get a score out of 100, your own skyline, and the one blind spot most likely costing you right now.
Free. About three minutes. No account numbers.
A sample household. The short column is the blind spot — here, protection — and it's the one that decides how the rest holds up.
How the score works
- Seven pillars, scored 0–100Coordination, tax drag, estate drift, concentration, protection, income, and the plan itself. Each answer moves one pillar.
- Your blind spot, free on screenThe lowest pillar is named immediately. Ties break toward whatever is hardest to undo.
- The full report, by emailAll seven ranked with plain-English findings, plus an optional eight-question deep dive that rescores you on 20 of 20 factors.
Building your skyline…
Your Wealth Builder Score report
Scored on 12 of 20 factorsEight more questions cover the remaining factors — titling, all-in fees, liquidity, long-term care, Social Security timing — and rescore you on the full 20 of 20.
A score names the blind spot. A conversation sizes it.
Twenty minutes with a fiduciary at ProsperiFi — fee-only, no products, no pitch. Bring your report; leave knowing whether your #1 blind spot is a footnote or a fire.
Book a 20-minute conversation