Advisor access
Join through your advisor.
Follow your advisor’s direct link or enter their code at checkout. The advisor covers the fee, and you approve sharing before results are delivered.
Enter an advisor codeHousehold assessment
Bring your full financial picture into focus.
Complete a guided assessment at your own pace, then review an organized record or share it with the advisor connected to your access.
Choose how access is covered
Use your advisor’s code or begin directly.
Both paths lead to the same guided household assessment and completed financial record.
Direct access
Start independently.
Purchase the assessment once for $100 and keep your completed household record available through your private return link.
Continue with direct accessWhat to expect
Three steps from access to a complete record.
No subscription or sales call is required for a household assessment.
Confirm access
Use an active advisor code or purchase the assessment directly for your household.
Complete the intake
Work through the household sections at your own pace. Progress saves as you go.
Review the record
Open the completed summary, Balance Sheet, and Profit & Loss statement from a secure link.
Assessment coverage
Work through the household picture in focused sections.
You can pause and return when account details or records are available.
- Income, spending, savings, and cash flow
- Property, accounts, loans, and other obligations
- Insurance, beneficiaries, and estate documents
- Retirement accounts, investments, and stated goals
- Household priorities and planning context
Start or continue
Move forward without losing your place.
Begin checkout to choose an access path, or request a secure link to resume an assessment already in progress.
Need help accessing an existing assessment?
contact@wealthmri.com