Wealth Identity
We built an assessment to close that gap. It's not about your portfolio. It's about you.
Request Your AssessmentA brief conversation with James comes before the assessment.
The Concept
Allocations, returns, and tax efficiency all matter. But they're downstream of something more important: who you are, what you believe about wealth, and what you want it to mean. We start with that.
The relationship between a person and their wealth is the most important variable in any financial plan. The Wealth Identity Assessment is how we understand yours before we ever discuss strategies.
"The real question is never how much you have. It's whether what you have reflects who you are."James Roberts, Founder, Intentional LLC
What you'll discover
The assessment doesn't measure risk tolerance. It measures you. How you think, how you decide, and what your wealth actually means to you at this point in your life.
Not your spreadsheet. Your history. Your beliefs. The stories you inherited about money before you ever earned any of it. The assessment surfaces those patterns so you can see them clearly.
Most high-net-worth individuals have accumulated significant wealth. Fewer have accumulated it on purpose, in a way that reflects their actual values. We show you exactly where those two things diverge.
Your relationship with wealth doesn't stay inside your portfolio. It shapes how you parent, how you give, how you lead, and what you leave behind. The assessment maps that impact.
Not just financially secure. Aligned. Where your strategy, your values, and your life are all pointed in the same direction. That's the outcome of every Intentional engagement.
Who this is for
The Wealth Identity assessment is a serious tool. It requires honesty, reflection, and a willingness to look at your financial life through a different lens. If you're looking for a second opinion on your allocations, we're probably not the right fit.
But if you've reached a point where the numbers are fine and something still feels off, this was built for you.
The framework behind the assessment
The Wealth Identity Assessment is built on the Enneagram, one of the most sophisticated psychometric systems used in executive coaching worldwide. Applied to financial decision-making, it reveals something most wealth strategies ignore: why people make the financial decisions they do.
Nine types. Three centers of intelligence. Twenty-seven subtypes. Each one has a completely different relationship with money, risk, generosity, and legacy. Knowing which one you are changes every recommendation we make.
Read the full framework: The Intentional Way →Thinking Center
Types 5, 6, 7
Process wealth through analysis, anticipation, and certainty.
Feeling Center
Types 2, 3, 4
Process wealth through relationships, image, and identity.
Acting Center
Types 8, 9, 1
Process wealth through instinct, gut, and decisive action.
Your center is the starting point. Your type is the map. Your subtype is where the real behavior lives.
Common Questions
The questions below are the ones we hear most often, and the ones worth answering honestly before you decide if this is right for you.
Request access
The assessment is sent directly to you after a brief conversation with James. Start that conversation below.
Request Your Assessment30 minutes. No pitch. No pressure.