Answer eight questions about where you are financially. Receive a personalized Capital Positioning Report — your gaps, your access profile, and your recommended advisory pathway.
8 Questions
Under 5 Minutes
AI-Generated Report
Question 1 of 8
01
What is your current annual income?
Select the range that best reflects your total earned income.
Under $100,000Building toward six figures
$100,000 – $250,000Six-figure earner, scaling
$250,000 – $500,000High-income professional or founder
How would you describe your current investable assets or net worth?
This includes savings, investment accounts, equity, and liquid assets — not your home or retirement accounts alone.
Under $50,000Still building liquidity
$50,000 – $250,000Growing, not yet institutional
$250,000 – $1,000,000Accredited investor range, early stage
$1,000,000 – $5,000,000Meaningful net worth, scaling complexity
Over $5,000,000Significant wealth, institutional consideration
03
Where is the most significant gap between your income and your actual wealth position?
Be honest. This is the most important question in the diagnostic.
Income-to-wealth gapI earn well but my wealth is not growing proportionally to my income
No coordinated strategyI have assets but no real strategy — everything is fragmented or reactive
Access gapI do not have access to the investment opportunities, networks, or capital relationships I need
Positioning before a capital eventI am preparing to raise capital or make a major investment move and do not know how to position myself
Advisor gapMy financial picture is complex and I do not have advisors who understand the full scope
04
Who is currently advising you on your financial life?
Include all current advisors — financial planners, accountants, attorneys, or informal advisors.
No formal advisorsNo one — I am managing this on my own
CPA or accountant onlyTax-focused, not wealth strategy
Traditional financial advisorA financial advisor or wealth manager — standard planning model
CPA + advisor, not fully integratedMultiple advisors operating in separate silos
Full coordinated advisory teamAttorney, CPA, and financial advisor working together
05
What is your primary financial objective in the next 12 months?
Select the one that most closely reflects your current focus.
Build and capture wealthBuild more investable wealth and stop leaving income on the table
Gain institutional accessGet access to investment opportunities I am currently not in the room for
Raise capitalRaise capital for a business, project, or investment vehicle
Financial coordination and structureMake my existing assets and advisors work together strategically
Execute a major capital moveAcquisition, exit, liquidity event, or significant investment
06
How would you describe your access to private investment opportunities — deals, funds, or capital relationships?
Be specific. Access is the variable that separates income from wealth at the highest levels.
No private accessPublic markets and retirement accounts only
Limited and inconsistent accessOccasional deal flow but no reliable pipeline
Some access, not systematicIn a few deals, but no real network infrastructure
Actively building accessWorking the network, seeing early deal flow
Strong institutional accessActive relationships and consistent private deal flow
07
What has prevented you from closing the gap between where you are and where you want to be financially?
Select the most honest answer, not the most flattering one.
Lack of the right relationshipsThe access gap is relational, not informational
No coordinated strategyMoving without a clear financial architecture
Advisors are not operating at the right levelGetting planning, not positioning
Information and framework gapDid not know what to ask or how to think about it
Time and bandwidthOperating at full capacity, this has not been the focus
08
In your own words — what does your financial life need to look like in three years for you to consider it a success?
Write freely. This is the most important input in the diagnostic. The AI uses your words to personalize your report.
Something went wrong generating your report. Please try again in a moment.
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Analyzing your capital position.
The Capital Mirror is reviewing your responses and building your personalized positioning report. This takes about 15 seconds.
Mapping income-to-wealth ratio
Identifying structural gaps
Assessing access profile
Calibrating advisory pathway
Composing your report
The Capital Mirror — Your Report
Your Capital Positioning Report
This report is generated by AI using the frameworks and positioning methodology of The Money Plan, Inc. It is provided for informational and self-assessment purposes only and does not constitute financial, investment, or legal advice. The insights are based solely on your self-reported responses. A formal engagement with The Money Plan begins with the application process and a qualification call. All responses are confidential.
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