How it works
Are you in control of your financial life?
Answer a few simple questions to understand your level of financial activation — and how to improve it.
This scorecard is designed to be quick and easy.
In under 5 minutes, you’ll get:
- Your Financial Activation Level
- Clear insight into where you are today
- A simple, practical next step
Our aim is simple:
To help you take responsibility for — and control of — your financial life, with confidence.
No jargon.
No number crunching.
Just a clear starting point.
Your results are based on the following key areas:
Earning
How you create, grow, and take ownership of your income
Saving
How you control your spending and consistently set money aside
Investing
How you make clear, confident decisions about investing your money
Security
How you prepare for and protect against unexpected financial risks
Activation
How confidently you take ownership of your financial decisions and actions
About us
The Total Wealth Plan is a new approach to financial planning—one that starts with you, not your money.
We believe financial wellbeing is not just about wealth. It’s about your ability to think clearly, make decisions, and take control of your life.
In a world where tools and information are everywhere, the real challenge is no longer access—it’s activation.
That’s why the Total Wealth Plan is designed to help you move from uncertainty and dependency to clarity, confidence, and control.
We provide a structured, practical framework that brings together:
- Your goals and life direction
- Your income and earning potential
- Your spending, saving, and investing decisions
- Your long-term security and resilience
Everything begins with what is already present.
From there, you build a plan that reflects your life—not someone else’s model.
You can do this yourself, supported by powerful tools and clear guidance.
And where needed, you can work alongside a new kind of planner—one who supports your thinking, rather than taking control.
Our aim is simple:
To help you become the primary decision-maker in your financial life.
No products.
No hidden agendas.
No unnecessary complexity.
Just a clear path to building and managing your own Total Wealth Plan—with confidence.
See how others are building and running their own Total Wealth Plans
I think it is an important part of what we need in the world!
Jon Twigge
CEO, Potentialisation.
I think it's so simple. And that's good. Really good. So yeah, my feedback is very, very positive.
Tony Fields
CEO, The Katalyst Coach.
Free. Takes less than 5 minutes.
Discover your Financial Activation Level — and see how ready you are to take control of your financial life.
“The future of financial security isn’t advice. It’s your ability to decide.” - Steve Conley
