Getting Started with Wealth IQ
Category: Getting Started
Last Updated: October 14, 2025
How to Take the Assessment
Step 1: Start Your Assessment
- Click "Start Assessment" on our homepage or any page
- Read the introduction to understand what the assessment covers
- Answer honestly - there are no right or wrong answers
- Take your time - the assessment takes 3-5 minutes
Step 2: Complete All Questions
- 15 carefully crafted questions about your financial behavior
- Answer based on your current situation and typical behavior
- Don't overthink - your first instinct is usually most accurate
- Complete in one session for best results
Step 3: Get Your Results
- Instant results - no waiting required
- Personalized Wealth IQ score (0-200 scale)
- Financial personality type analysis
- Actionable recommendations based on your responses
Understanding Your Results
Your Wealth IQ Score
What it means:
- 0-50: Beginner level - focus on fundamentals
- 51-100: Intermediate level - build on basics
- 101-150: Advanced level - optimize strategies
- 151-200: Expert level - master advanced techniques
Financial Personality Types
The Analyzer: Methodical, research-driven approach to money
The Optimizer: Focuses on maximizing returns and efficiency
The Protector: Prioritizes security and risk management
The Builder: Emphasizes growth and wealth accumulation
The Balancer: Seeks equilibrium between all financial goals
Key Insights You'll Receive
- Strengths: What you're doing well financially
- Growth areas: Opportunities for improvement
- Personalized recommendations: Specific actions to take
- Next steps: How to implement your insights
Saving Your Certificate
How to Save Your Results
- Download the PDF from your results page
- Print a physical copy for your records
- Email yourself a copy for backup
- Share with family or financial advisor if desired
What's Included in Your Certificate
- Your Wealth IQ score and personality type
- Key insights and recommendations
- Completion date and unique certificate number
- Professional formatting suitable for sharing
Tips for Using Your Certificate
- Keep it handy for financial planning sessions
- Reference it when making major financial decisions
- Update it by retaking the assessment periodically
- Share it with financial professionals for personalized advice
Retaking the Quiz
When to Retake
- After major life changes (marriage, job change, etc.)
- Every 6-12 months to track your progress
- When your financial situation changes significantly
- If you want to see how you've improved
What Changes When You Retake
- Your score may improve as you implement recommendations
- New insights based on your current situation
- Updated recommendations reflecting your growth
- Progress tracking if you've taken it before
How to Retake
- Simply start a new assessment - no account required
- Answer based on your current situation
- Compare results to see your progress
- Save your new certificate with updated insights
Tips for Best Results
Before Taking the Assessment
- Find a quiet time when you won't be interrupted
- Think about your typical financial behavior over the past year
- Be honest - this is for your benefit, not a test
- Consider your current financial situation and goals
During the Assessment
- Answer quickly - your first instinct is usually most accurate
- Don't overthink the questions
- Be consistent in your responses
- Complete all questions for best results
After Getting Your Results
- Read through all recommendations carefully
- Focus on 2-3 key areas for improvement
- Create an action plan based on your insights
- Set reminders to retake the assessment in 6 months
Common Questions
Do I need to create an account?
No account required - the assessment is completely anonymous and free.
Can I pause and come back later?
No, complete it in one session - the assessment is designed to be taken continuously for best results.
How accurate are the results?
Very accurate - based on extensive research in behavioral finance and psychology, but remember it's a tool for insight, not a definitive judgment.
Can I share my results with others?
Absolutely - your certificate is designed to be shared with family, friends, or financial advisors.
Ready to discover your financial personality? Take our free Wealth IQ assessment and get personalized insights to optimize your financial future.