check

Wellthypreneur Intro Assessment

Welcome to your Wellthypreneur Assessment!

I'm so glad you're here - taking this step shows you're ready to honor that whisper in your heart.

These 25 questions are designed to quickly get to the heart of what's holding you back and what's propelling you forward.

I've spent years developing this assessment based on my own journey starting Wellth Management at 55, plus the research from my Masters in Mindfulness Studies. Be honest in your answers - there's no judgment here, only insights waiting to be discovered.

Once you complete the assessment, you'll receive a personalized teaser report within 24 hours highlighting your entrepreneurial strengths, your biggest barrier, and three quick wins you can implement immediately.

You'll also be welcomed into our Communities of Wellth newsletter. Ready to discover what's possible?

Take a breath ~it's normal to feel nervous in this moment. Just know that you don't have to interpret that as 'shouldn't' or 'can't' but a natural response when you are heading somewhere new in life.  

Let's go!  

Click the button below to start.

Start

Question 1 of 23

When you think about starting your own business, what's the first feeling that comes up?

Be as honest as you can.  A reminder that Wendy is going to build you a custom report so if you lie to yourself and to Wendy ~ you won't get the very coaching you're here to benefit from.

A

Excitement AND lots of energy. Good vibes only here for me.

B

Yikes ~ I feel nervous excitement.

C

Overwhelming anxiety that I'm even reading this question.

D

I'm cautiously curious. Neither horrified or excited to actually execute anything.

E

I identify as 'currently horrified' and want to throw up!

Question 2 of 23

Write whatever comes to mind - don't overthink it:

"the whisper in my heart is telling me to _________"

Write a few point forms (let go of making it perfect and for goodness sake ~ do NOT give me an AI generated answer here because you think you need to impress me!) 

What honestly comes to mind?  

Keep it real.  Keep it authentic and true to YOU.

Otherwise ~ my report to you is going to be completely hogwash.  

Question 3 of 23

If FEAR was not a factor (or anxiety, time and money), what business would you start tomorrow?  

Do NOT censor yourself here. I'm not going to tell you you're crazy.  If you want to knit hats for penguins in the artic circle ~ we are going to WORK that through in this program!  

Type in point form, NO AI generated stuff.  I want to hear from YOU.  In fact....I need to know where and how I can support you in presenting when you don't have an AI agent to do it all for you.  

Question 4 of 23

Which voice in your head is loudest when you think about your business idea? 

You might have just been listening to that voice in the last 10 minutes.

Please introduce me to your shitty committee. :) 

A

I know that this could be AMAZING!

B

You should research this more first.

C

Who are you kidding????

D

You're not capable of being a business owner!

E

People are going to think you're CRAZY for starting this business!

Question 5 of 23

When life throws you something unexpected, you usually:

 

(you should likely know by now that I'm a very pragmatic, tell it like it is kinda person ~ I want to say that I get that this feels vulnerable to share these parts of you ~ but I promise you they will get you the MOST out of this business coaching relationship and give you the BEST chance of actually being your own CEO!)

A

I figure stuff out as I go through it ~ I don't stress much about much anymore!

B

I feel overwhelmed but I persevere.

C

I immediately look for someone to help me (like you Wendy) :)

D

I worry instantly about all the things that could go wrong (about me and the world at large).

E

I mostly just avoid dealing with it. Until I absolutely HAVE to face it.

Question 6 of 23

Wendy ~ if I'm really honest with you, the MAIN reason I have not started a business yet is: 

A

I just don't know where to begin. There are 47 squirrels collecting nuts in my head right now.

B

I'm scared I'll fail. Over and over again. And, when I do ~ my inner self will say very loudly "I told you so!"

C

I don't think I have the money to start a business.

D

Pretty sure I don't have the smarts to do it.

E

I continuously tell myself that I'll do it later when ________('the kids grow up, I have more money, when I'm a little more experienced...)

F

Honestly Wendy ~ EVERY SINGLE one of these is pretty much the answer to this question for me. (let me offer you a little compassion here ~ I FELT the same way before launching Wellth)

Question 7 of 23

How often do you feel like you understand what's happening in your life and why?

A

Almost always ~ life makes good sense to me most of the time.

B

Most of the time.

C

Rarely.

D

I feel like I'm walking in fog most days ~ a solid blend of confused and anxious about what I'm doing in life!

Question 8 of 23

What do most people consistently come to you for help with.  

Okay ~ this can't be things like change a diaper, have a top off of breast milk, or take out the trash.  

What other people come to us for can really highlight our innate qualities.  I am SO going to capitalize on that to help you build your business!

Question 9 of 23

When you imagine your business being successful, what does that look like? 

A

Making a real difference in people's lives.

B

Having the freedom to work on my own terms.

C

Being financially independent (or have money for a small trip or something cool!)

D

I just don't want to die with this idea stuck in my head! I need to prove to myself that I can do it!

E

I kinda like the idea of building legacy in my life ~ something that might out last me!

Question 10 of 23

How confident do you feel in your ability to handle the demands that come your way?

In other words ~ how well do you cope with life in general?

A

I don't mean to brag, but I'm SO confident!

B

Pretty confident most of the time.

C

It depends ~ some days I'm a superstar, other days I wonder if I'm capable at all.

D

I more than not feel like life is more than I can handle.

E

I'm overwhelmed by daily demands on me.

Question 11 of 23

If someone offered you $50,000 to start your business tomorrow, your first thought would be? 

A

Finally! Let's do this!

B

I need to make a serious plan first!

C

Ooof...that's too much too soon. Slow down there cowboy!

D

What if I lose the money and blow it?

E

That's never going to happen ~ I don't deserve that kind of luck!

Question 12 of 23

The idea of not making money immediately from your business:

A

Is totally fine - this is about purpose.

B

Is acceptable if there's a clear path to income.

C

Makes me nervous but I understand it takes time.

D

Is a major concern - I need income soon.

E

Is a complete deal-breaker.

Question 13 of 23

How meaningful and purposeful does your life feel to you right now?

A

VERY meaningful, I feel driven by purpose.

B

Mostly meaningful with a few empty spots.

C

Sometimes meaningful, sometimes not.

D

It often feels like I'm just going through the motions.

E

Feeling pretty empty and without direction.

Question 14 of 23

Your biggest business idea right now involves: (Check all that apply)

(Select all that apply)
A

helping people solve a specific problem in their live that I have had to figure out on my own.

B

creating something beautiful or artistic so that world can see more of me in my creations.

C

I'm here to teach others about something I know really well.

D

I have a service that I know others want ~ or at least I hope they want it.

E

I'm interesting in building a community for a specific group of people.

F

I want to start a movement in my community!

G

Oh gosh...where do I start....those 20 squirrels in my head each have a business in mind.

H

I have NO clue ~ I just think I should start a business in this wild ride of economic struggles in life!

Question 15 of 23

When you think about the next 5 years, you feel:

A

Excited about the possibilities.

B

Cautiously optimistic.

C

Uncertain but hopeful.

D

Worried about what might happen.

E

Stuck and unable to imagine change.

Question 16 of 23

Right now, what do you need most to move forward?

CHOOSE up to 3 options.

(Select all that apply)
A

Clarity on my business idea.

B

Confidence in my abilities.

C

A clear step-by-step plan.

D

Someone who believes in me.

E

Help dealing with my fears.

F

Financial guidance and planning.

G

Marketing and branding help.

H

Accountability and support.

I

Time management strategies.

J

Networking and connections.

Question 17 of 23

The thought of being your own boss feels:

A

Like what I was meant to do.

B

Exciting but intimidating.

C

Appealing but unrealistic.

D

Overwhelming and scary.

E

Like something other people do, not me.

Question 18 of 23

When you make a mistake, your first thought is usually:

A

What can I learn from this?

B

How do I fix this quickly?

C

I hope nobody noticed!

D

I'm such an idiot!

E

This proves I can't do anything right!

Question 19 of 23

If you had to describe your business idea to a child, you'd say what to make them understand what it is you are hoping to do:

Question 20 of 23

How much of your daily life feels manageable and under your control? 

A

Most of it - I feel in control of my life!

B

A good portion of it!

C

About half - some days are better than others.

D

Not much - I often feel like life is happening to me.

E

Very little - I feel out of control most of the time.

Question 21 of 23

If you could solve just ONE problem in the world, what would it be? (don't say world peace...I want that too!  Stay on track from a 'start a business pov here).

Question 22 of 23

The support system in your life right now: 

A

Strong - people believe in me and encourage my dreams.

B

Pretty good - most people are supportive!

C

Mixed - some supportive, some not so much.

D

Weak - not many people who really get it.

E

Basically nonexistent - I feel very alone in this.

Question 23 of 23

Thinking about what you have just reflected on by doing this assessment, complete the following sentence (or just jot a bunch of thoughts down) ~ "I'm ready to _______"

Confirm and Submit