A holistic assessment designed to help retirees measure what truly makes life abundant.
The Legacy Wealth Scorecard guides retirees through a clear and thoughtful self-assessment across six essential dimensions of True Wealth: Time, Financial Independence, Physical Health, Mental Health, Spiritual Health, and Relationships. While most people focus on financial wealth—what sits above the surface—the Scorecard helps reveal the deeper areas that support a meaningful, balanced, and intentional life.
What This Assessment Helps You Do
Reflect honestly on your strengths and vulnerabilities across six categories
Identify what’s working and where your habits already support a healthy, intentional life
Spot areas that need attention, without judgment or overwhelm
Gain clarity on next steps, supported by practical scoring and interpretation guidance
A holistic assessment designed to help retirees measure what truly makes life abundant.
The Legacy Wealth Scorecard guides retirees through a clear and thoughtful self-assessment across six essential dimensions of True Wealth: Time, Financial Independence, Physical Health, Mental Health, Spiritual Health, and Relationships. While most people focus on financial wealth—what sits above the surface—the Scorecard helps reveal the deeper areas that support a meaningful, balanced, and intentional life.
What This Assessment Helps You Do
Reflect honestly on your strengths and vulnerabilities across six categories
Identify what’s working and where your habits already support a healthy, intentional life
Spot areas that need attention, without judgment or overwhelm
Gain clarity on next steps, supported by practical scoring and interpretation guidance