— Free · 3 Minutes · No Bank Login
Know Your WealthScore™ Make Every Dollar Work Smarter.
Your free 3-minute financial check-up that reveals your Wealth Score — the Credit Score of Wealth Creation and Financial Security.
No credit card. No bank login.
Sample WealthScore™
Based on a real 3-minute assessment
For Financial Advisors & Insurance Agents
The Smartest Way to Start
Financial Conversations
And turn conversations into qualified clients
– Free · 3 Minutes · No Bank Login
Start Your Free 14-Day Trial Today
No obligations. No contracts. Cancel at any time.
Then only $199/mo — introductory rate locked in forever
The WealthScore™ Assessment
You know your Credit Score — but do you know your WealthScore™?
Answer honestly — there are no right or wrong answers. Your score is calculated automatically.
How has your income changed over the past 5 years?
What percentage of your income do you consistently save or invest?
Do you currently own investments that grow over time? (mutual funds, ETFs, stocks, segregated funds, rental property, etc.)
How tax-efficient is your current financial strategy?
How would you describe your consumer debt situation?
How many months of living expenses do you have saved?
Do you have a structured retirement strategy? (RRSP, TFSA, RRIF, Employer Pension, etc.)
How many sources of income do you currently have?
How confident are you in your financial knowledge?
Do you have adequate insurance protection? (Life, Disability, Critical Illness, Mortgage Protection)
Do you have an estate plan or will?
Do you follow a consistent long-term investment strategy?
How often do you actively focus on building wealth?
Answer all 13 questions to see your score
🎯 Your Biggest Opportunities
📧 Get Your Full Report
We'll email you a personalized breakdown with tips to improve your score.
💼 Book a Free Consultation
A Financial Success Consultant will walk through your results personally — at no cost.
📚 Strengthen Your Financial Foundation
— What Is WealthScore™
Your Credit Score Shows How You Borrow.
WealthScore™ Shows How You Build.
Most people track their credit score — but never look at the full picture of how efficiently their money works for them. WealthScore™ changes that.
In a few minutes, you’ll see where you’re strong, where you’re leaking wealth, and exactly what to fix first — with no sales pressure.
No bank logins
3–5 minutes
No product pitches
“WealthScore™ shows how efficiently your money is working for you — in one easy‑to‑understand number.”
— How It Works
Three Steps to Financial Clarity
01
Answer a Few Smart Questions
Tell us about your income, savings, debt, insurance, and basic goals. No bank logins. No long forms. Just the essentials.
02
Get Your Score & Breakdown
Instantly see your total WealthScore™ out of 130, plus a breakdown of how you scored across each of the 10 financial pillars. Know exactly where you stand.
03
Receive Your Unique Action Plan
Get personalized next steps based on your results. Know which pillars to focus on first — and exactly what to do to move your score up.
— WHAT WE MEASURE
The 10 Pillars of Wealth of WealthScore™
A comprehensive framework built around ten key pillars of financial success. Each pillar measures an important component of financial health and long-term wealth creation.
💼
Income Stability
Measures the reliability and growth potential of your income.
💸
Cash Flow Management
How effectively you manage spending, savings, and budgeting.
📉
Debt Management
How well you control and eliminate high-interest debt.
🛡️
Protection & Insurance
Ensuring your family and assets are protected through proper insurance planning.
📈
Investment Strategy
How effectively your money is invested to generate long-term growth.
🧾
Tax Efficiency
How well your financial strategy minimizes unnecessary taxes.
🏦
Retirement Planning
Your preparation for long-term financial independence and retirement income.
📜
Estate Planning
Ensuring assets are transferred efficiently and your family is protected.
🧠
Financial Knowledge
Your understanding of financial concepts and wealth-building principles.
🚀
Opportunity Creation
Your ability to create additional wealth opportunities such as business or investments.
— Why it matters
Replace Money Anxiety With Clarity.
Money stress isn’t just about income. It’s about uncertainty — not knowing where you really stand or what to do next.
🔍
See Your Full
Financial Picture
In just 3 minutes, get a complete snapshot across 10 areas of wealth. No guesswork. No fluff. Just clarity.
🚫
No Pressure, No Pitches, No Bank Logins
Just honest insight into where you stand financially — and exactly what to do next. Zero sales pressure.
🎯
Know Exactly Where to Focus First
Stop spreading yourself thin. WealthScore™ shows your weakest pillars so you can fix what matters most.
🌟
Start Your Journey to Financial Clarity
One score. One action plan. A completely new relationship with your money — starting right now.
3 Mins
TO COMPLETE
10
AREAS ANALYZED
100% FREE
ALWAYS.
Our goal is to keep WealthScore™ free for individuals — because financial clarity shouldn’t be a privilege.
Ready to see your WealthScore™?
It takes 3 minutes. No bank login required. Walk away with a clear action plan.
— WHO IS IT FOR
Built for Everyday People Who Want Control.
💼
Professionals & Employees
You earn good income but aren’t sure where it all goes or how to make it work harder.
👨👩👧
Families
Juggling a mortgage, kids’ expenses, debt, and retirement savings all at the same time.
🌍
New Canadians
Learning how money, credit, and investing work in a new country — starting your wealth journey right.
🏢
Business Owners
Self-employed professionals who want to build personal and business wealth simultaneously.
🏦
Stressed About Money
Anyone tired of financial uncertainty who wants a clear, independent roadmap — not a sales pitch.
📜
Sound Like You?
It only takes 3 minutes to find out where you stand.
FOR FINANCIAL PROFESSIONALS
Become a WealthScore™ Specialist
The smartest way for Financial Advisors and Insurance Agents to start financial conversations, and turn those conversations into qualified clients. WealthScore is the missing link between financial literacy and client acquisition.
“WealthScore™ is not just a tool — it is a complete business-building system designed to help financial professionals grow with more confidence, credibility, and consistency.”
With WealthScore™, You Can:
🎯
Generate Qualified Leads
Attract clients through a simple 3-minute financial check-up that sparks curiosity and starts meaningful conversations.
💬
Start Better Conversations
Shift from product pitches to holistic, planning-first guidance that builds genuine trust with every client.
📈
Build Stronger Relationships
Position yourself as a trusted guide — not a salesperson — and grow long-term client relationships that refer.
🏆
Differentiate Your Practice
Stand out in a crowded market as a Certified WealthScore™ Consultant with a modern, scalable lead generation system.
As a WealthScore™ Consultant, You Receive:
Everything you need to grow your practice — from day one.
A personalized WealthScore™ landing page
“Done-With-You” Marketing System
Inbound lead generation strategy
Weekly marketing content & scripts
Structured client conversation framework
Ongoing coaching & support
WealthScore™ brand positioning
Lead tracking dashboard
Certification as a Certified WealthScore™ Specialist
Investment
Lock in your rate now — price increases once early adopter spots fill.
With WealthScore™, You Can:
REGULAR PRICE
$349/mo
Standard monthly fee
🔥 Limited Time Offer
Your Introductory Price
$199/mo
Price locked in — never increases
You save $150/month → $1,800/year
For Financial Advisors & Insurance Agents
The Smartest Way to Start Financial Conversations
And turn conversations into qualified clients
LIMITED TIME OFFER
Start Your Free 14-Day Trial Today
No obligations. No contracts. Cancel at any time.
Then only $199/mo — introductory rate locked in forever
WHAT'S INCLUDED
No hidden fees. No surprises. Everything upfront.
14-day free trial
No long-term contract
Cancel anytime
Onboarding & setup included
Early adopter pricing locked in
Weekly Success Tips
Who this is For
Financial Advisors
Life Insurance Agents
Mortgage Professionals
Financial Educators
Realtors
New/Experienced Professionals
GET STARTED TODAY
Become A WealthScore™ Specialist
Ready to stand out, start better conversations, and build a stronger financial services business? Fill in your details and we’ll be in touch within 24 hours.
FAQS
Common Questions
Is WealthScore™ a replacement for professional advice?
No. WealthScore™ is an educational starting point. It gives you clarity and direction, then you can decide whether to take action on your own or with a trusted professional.
Do you sell financial products?
WealthScore™ is built as an independent education tool. Any recommendations you receive will be focused on improving your financial efficiency — not pushing a specific product.
Will you need access to my bank accounts?
No. We use your answers to smart questions — not live bank connections — to calculate your score. You stay in control of what you share.
How long does it take?
Most people complete the WealthScore™ questionnaire and see their score in about 3–5 minutes.
What does it cost?
Our goal is to keep WealthScore™ free or very low cost for individuals, so that everyone can understand their wealth efficiency — not just the wealthy.
CONTACT US
Get In Touch With Our Team
Have a question about WealthScore™, want to book a consultation, or interested in partnering with us? We’d love to hear from you.
© 2026 WealthScore™. Privacy Policy Terms of Use
© 2026 WealthScore™ · WealthScore™ is an educational tool, not financial advice.
