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Wealth Identity Assessment: Know How You Think About Money | Intentional, LLC

Wealth Identity

Your wealth is a mirror.
Most people don't recognize
the reflection.

We built an assessment to close that gap. It's not about your portfolio. It's about you.

Request your assessment

A brief conversation with James comes before the assessment.

The Concept

Money follows identity.
Not the other way around.

Most financial advisors start with numbers. Allocations, returns, tax efficiency. Those things matter. But they're downstream of something more important: who you actually are, what you believe about wealth, and what you want it to mean.


The advisors who manage the most significant relationships in this business understand that. They don't just manage money. They manage the relationship between a person and their wealth. That's what Wealth Identity is about.

"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

Four things most advisors
will never tell you.

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.

01
Where your financial decisions actually come from

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.

02
The gap between what you've built and what you intended

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.

03
How your wealth identity affects the people around you

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.

04
What it would take to feel genuinely aligned

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

This isn't for everyone.
It's designed that way.

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.

  • You've built significant wealth and you're asking what it's actually for
  • You're at a transition point: a liquidity event, a sale, an inheritance, a retirement
  • You want your financial strategy to reflect your values, not just your risk tolerance
  • You've outgrown advisors who treat you like a portfolio and not a person
  • Legacy matters to you. Not just what you leave, but what it means to those who receive it

Common Questions

What people ask before they begin.

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

Ready to see
the reflection?

The assessment is sent directly to you after a brief conversation with James. Schedule that conversation below.

Schedule a conversation

30 minutes. No pitch. No pressure.