Where you Are Where You're Going Get There

The FamilyTHINK Assessment helps you clearly understand where you are today across the areas of life that matter most. It provides an honest snapshot of your current habits, systems, and patterns so you can see what is supporting you and where gaps exist.

The assessment measures your well being across the four pillars of wealth:
Finance, Social, Health, and Time.

Each pillar includes 10 practical questions per pillar that evaluate how consistently you manage key areas of your life. Your responses are scored and mapped to life cycle levels, showing whether each area is operating in the following:

Survival | Security | Stability | Success | Significance | Transition.

In addition to the four pillars, the assessment evaluates core frameworks that influence how you function day to day, including:

• Skill and Will
• Capacity and Availability
• Priority Frameworks
• Thinking Patterns
• Delayed Gratification
• Trust

Together, these insights reveal not just what is happening in your life, but why. The result is a clear picture of your current position so you can move forward with understanding, not guesswork.

Click the words shown in blue to learn what each term means within FamilyTHINK.

Living at a High Level is living as the best version of you, with the wisdom, information, and resources that positively shape your future and make your destiny or calling accessible now.

This leads to a simple but important question:
What does living at a high level look like for you?

You may already be living at a high level and not realize it. You may believe you are, only to discover there is still distance to travel. Without clarity, it becomes difficult to arrive anywhere meaningful.

Without definition, direction remains unclear.

The FamilyTHINK Assessment is designed to help with this. It does not only show you where you are today. It also helps reveal what living at a high level looks like for you. Through its questions and core principles, the assessment helps surface your values, priorities, and patterns so you can define your own version of a high level life.

With 125 questions across the areas discussed above, the assessment gives you space to reflect on how you live, how you decide, and how you manage the pillars of your life. As you review your results, you gain clarity not only about your current position, but about what “there” looks like for you.

High level living is not one size fits all. You may be strong in one pillar and still have gaps in another. You may be operating at significance across all pillars, yet still face questions about legacy and who is ready to receive what you pass on.

That is why FamilyTHINK focuses on discovering your high level.

• Not someone else’s idea.
• Not trends or statistics.
• Not external expectations.

But what you define, based on clarity, structure, and honest reflection.

Now comes the fun part. Getting there.

Now that you know where here is and you understand what there looks like for you, the next step is closing the gap.

The FamilyTHINK Assessment is designed to help you do exactly that. It does not stop at awareness. It helps translate insight into action by turning your assessment responses into clear, measurable steps forward.

Each assessment question is designed to point toward progress.

Let’s look at a Finance example from the assessment.

Question:
What is your current emergency savings level?

Answer options:
Below $1,000
$1,000
$2,500
$10,000
6–12 months of income or more

Each answer aligns with a life cycle level:

• Below $1,000 = Survival
• $1,000+ = Security
• $2,500+ = Stability
• $10,000 = Success
• 6–12 months+ = Significance or Transition

If you answered $2,500, your current level for this area is Stability. To move toward Success, the target becomes clear. You would need to build emergency savings to $10,000.

That clarity allows us to define next steps:
• Confirm available income to apply toward savings
• Choose a contribution amount per pay period
• Set a timeline to reach the goal
• Track progress toward the next life cycle level

This is how insight becomes movement.

Now let’s look at a Time question.

Question:
How often do you take time to reflect on what went well and what you want to improve?

Answer options:
Never
Rarely
Sometimes
Often
Usually
Always

These answers map to life cycle levels as follows:

• Never or Rarely = Survival
• Sometimes = Security
• Often = Success
• Usually = Significance
• Always = Transition

If you answered Often, this area is operating at Success. To move toward Significance, the focus becomes increasing the frequency and consistency of reflection.

Again, metrics can be attached so you clearly understand:
• How much time to dedicate
• How often reflection should occur
• What progress looks like in real life

You just created SMART goals.

Specific.
Measurable.
Achievable.
Relevant.
Time bound.

To learn more about the power of SMART goals, click here.