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The Game of Wealth Assessment · free

Your Money Leak Report · 14 checks

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How to win the Game of Wealth … by stopping your money leaks.

Income got you into the game. Structure decides whether you win it.

Score yourself on the four things that decide whether income ever becomes wealth … asset protection, tax reduction, wealth accumulation, and intentional legacy … and find out where to start.

Show Me Where I'm Leaking Money

14 checks · about five minutes · private · no cost

Uplevel By Design seal

Edward Collins, JD, CFP®, AAMS, RFCFounder & Generational Wealth Creation Architect, Uplevel By Design, LLC

Before we score anything

What should we call you?

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How you earn

Where does your household's income come from? Check all that apply.

Count every source … yours and your spouse's or partner's. If your own company pays you a W-2, count the business.

Section 1 of 4 · Asset Protection

Build the fortress.

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How would you grade your asset protection today?

Pick a light. Then 4 checks test it.

01 · Asset Protection

If someone sued the business tomorrow, what could they take?

01 · Asset Protection

If the business can't pay a loan, lease, or credit line, do you have to?

Check 1 of 4
One more on this
Your grade
Green
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Team

01 · Asset Protection

About how much could you have to pay, all together?

Check 1 of 4
One more on this
Your grade
Green
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01 · Asset Protection

If someone sued you, do you know which of your savings are safe?

Check 1 of 4
One more on this
Which savings are safe
Your grade
Green
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01 · Asset Protection

Say someone sues you personally after a car crash, or over your work. What could they take?

Check 1 of 4
One more on this
If you are sued
Your grade
Green
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Team

01 · Asset Protection

Do you have an umbrella policy? That's extra insurance on top of your home and car.

Check 1 of 4
One more on this
Your grade
Green
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Team

01 · Asset Protection

Whose name are your rentals in?

01 · Asset Protection

Has anyone checked how your home is titled, to protect it?

Check 1 of 4
One more on this
How your home is owned
Your grade
Green
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01 · Asset Protection

Has anyone checked your insurance and the way you own things, side by side?

Check 1 of 4
One more on this
Insurance lined up with what you own
Your grade
Green
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01 · Asset Protection · checked

How You Graded It Yourself
Green

Every check is handled.

Small gaps, but no big ones.

At least one big gap.

What Your Answers Actually Reveal
Red

Every asset protection check is handled.

Small gaps in your asset protection, but no big ones.

At least one big gap in your asset protection.

Claims on the business
Red
Biggest gap. One lawsuit could reach your home and savings.

A light shows its worst gap. One big gap turns it red.

A light shows its worst gap. One small gap keeps it from green.

A light shows its worst gap. Every check here is handled.

Asset Protection is red.

1 big gap and 3 small ones.

Your grades so far: 0 of 1 matched.

Next: how much of each dollar you keep.

Section 2 of 4 · Tax Reduction

Keep more of every dollar that comes into it.

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How would you grade your tax planning today?

02 · Tax Reduction

What will your taxable income be this year?

A best guess is fine. Count the whole household, after deductions.

02 · Tax Reduction

What will your total tax bill be this year?

Not sure? Use last year's number as the starting point.

One second

Those two don't usually go together … a tax bill under $25K on income of $500K–1M. Which should we adjust?

Taxable income is what's left after deductions. If your number was before them, adjust your income.

02 · Tax Reduction

Last year, did you plan your tax bill before December 31 … or find out when you filed?

Check 1 of 4
One more on this
When you plan your taxes
Your grade
Green
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02 · Tax Reduction

When did someone you pay last bring you a tax idea … before you asked?

Check 1 of 4
One more on this
Tax ideas before you ask
Your grade
Green
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02 · Tax Reduction

When did someone last check that the way the business is taxed still fits what it earns?

Check 1 of 4
One more on this
How the business is taxed
Your grade
Green
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02 · Tax Reduction

Has anyone checked if your LLC should be taxed a different way?

Check 1 of 4
One more on this
How your LLC is taxed
Your grade
Green
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02 · Tax Reduction

About how much profit does the business make in a year?

Check 1 of 4
One more on this
Your grade
Green
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02 · Tax Reduction

When was your salary last checked against your work and the profit?When was the owner's salary last checked against the work and the profit?

Check 1 of 4
One more on this
How you pay yourselfHow the owner is paid
Your grade
Green
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02 · Tax Reduction

Do you pay yourself through payroll, with taxes taken out?Does the owner get paid through payroll, with taxes taken out?

Check 1 of 4
One more on this
Your grade
Green
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02 · Tax Reduction

Has anyone shown you what an LLC and a tax choice would change?

Check 1 of 4
One more on this
An LLC and a tax choice
Your grade
Green
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02 · Tax Reduction

Some accounts come with tax breaks. Besides the plan at work, do you use the ones you qualify for?Some accounts come with tax breaks. Do you use the ones you qualify for?

Check 1 of 4
One more on this
Accounts with tax breaks
Your grade
Green
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02 · Tax Reduction

Think about the depreciation on your rentals. When did someone last check what you claim, and if you can use it?

Check 1 of 4
One more on this
Tax write-offs on your rentals
Your grade
Green
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02 · Tax Reduction

Some accounts are taxed less than others. When did someone last check where your investments sit?

Check 1 of 4
One more on this
Where your investments sit
Your grade
Green
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02 · Tax Reduction

How much of your tax bill do you think the law actually requires?

Keep this number

Ten years of your tax bill

$250,000
to $500,000

$500,000
to $1,000,000

$1,000,000
to $3,500,000

more than $3,500,000

You think none of it is extra. Has anyone checked?

You think some of it is extra. On a number this big, some is a lot.

You think you pay extra. How much extra?

You don't know what the law requires. Yet.

Ten times the range you gave us, if nothing changes. Math, not a forecast.

02 · Tax Reduction · checked

How You Graded It Yourself
Green

Every check is handled.

Small gaps, but no big ones.

At least one big gap.

What Your Answers Actually Reveal
Red

Every tax planning check is handled.

Small gaps in your tax planning, but no big ones.

At least one big gap in your tax planning.

Claims on the business
Red
Biggest gap. One lawsuit could reach your home and savings.

Tax Reduction is red.

1 big gap and 3 small ones.

Your grades so far: 0 of 1 matched.

Halfway there. Next: giving those dollars a job.

Section 3 of 4 · Wealth Accumulation

Give those dollars a job.

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How would you grade your wealth building today?

03 · Wealth Accumulation

When there's money left after your needs and wants, where does it go first?

03 · Wealth Accumulation

Do you know what it costs to run your life each month?

Check 1 of 4
One more on this
Your grade
Green
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03 · Wealth Accumulation

If you stopped working today, would what you own pay for the life you live now?

Check 1 of 4
One more on this
If you stopped working
Your grade
Green
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03 · Wealth Accumulation

How long could what you own carry you?

Check 1 of 4
One more on this
Your grade
Green
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03 · Wealth Accumulation

Does each dollar you invest have a job? Is that job written down?

Check 1 of 4
One more on this
A job for every dollar
Your grade
Green
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03 · Wealth Accumulation · checked

How You Graded It Yourself
Green

Every check is handled.

Small gaps, but no big ones.

At least one big gap.

What Your Answers Actually Reveal
Red

Every wealth building check is handled.

Small gaps in your wealth building, but no big ones.

At least one big gap in your wealth building.

Claims on the business
Red
Biggest gap. One lawsuit could reach your home and savings.

Wealth Accumulation is red.

1 big gap and 3 small ones.

Your grades so far: 0 of 1 matched.

Last section: where your money ends up.

Section 4 of 4 · Intentional Legacy

Make sure they end up with the people and the causes you care about.

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How would you grade your legacy plan today?

04 · Intentional Legacy

Say something happened to you tonight. Would your family find a clear plan … or a mess?

Check 1 of 4
One more on this
Your family's plan
Your grade
Green
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04 · Intentional Legacy

Do you have a will or a trust … and when was it last reviewed?

Check 1 of 4
One more on this
Your will or trust
Your grade
Green
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04 · Intentional Legacy

Do you have children under 18?

Check 1 of 4
One more on this
Your grade
Green
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04 · Intentional Legacy

Do the names on your accounts match your will or trust?

Check 1 of 4
One more on this
Names on your accounts
Your grade
Green
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04 · Intentional Legacy

Who gets your retirement accounts and life insurance? Is it who you'd pick today?

Check 1 of 4
One more on this
Who gets your accounts
Your grade
Green
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04 · Intentional Legacy · checked

How You Graded It Yourself
Green

Every check is handled.

Small gaps, but no big ones.

At least one big gap.

What Your Answers Actually Reveal
Red

Every legacy check is handled.

Small gaps in your legacy plan, but no big ones.

At least one big gap in your legacy plan.

Claims on the business
Red
Biggest gap. One lawsuit could reach your home and savings.

Intentional Legacy is red.

1 big gap and 3 small ones.

Your grades so far: 0 of 1 matched.

All four sections are done. Next: how your advisors work together.

Team · ties all four sections

Your CPA, lawyer, and advisor … who makes them work as one?

Check 1 of 4
One more on this
How your advisors work together
Your grade
Green
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Team · ties all four sections

How many people do you pay for tax, legal, and money help?

Check 1 of 4
One more on this
Your grade
Green
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Team

One last question

What we find to be the reasonable first step most should consider is learning what the wealthy do to legally and ethically cut their tax bills in half. That often creates the fuel through which to get all four pillars in order.

If there were a workshop that could show you how to get started in this area, would you be open to attending?

Almost there

Building your Money Leak Report

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Team
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Checking your answers …

Comparing them with your grades …

Finding your biggest gap …

Building your report …

Your Money Leak Report is ready

Your answers show 6 big gapgaps.Your answers show 3 small gapgaps.All 14 of your checks are handled.

6 redyellowhandled of 14 checks

Your report shows where they are and what to build first.Your report shows each check and what keeps it green. Tell us where to send it. You’ll see it right away. We’ll email you a copy too. After that, Edward writes now and then, with Workshop invitations.After that, Edward writes now and then about what’s new in the Uplevel Community. Unsubscribe anytime.

Add your first name.

Add your last name.

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For your file only. We don’t text it, and we never call unless you ask.

A 10-digit mobile number, please.

Built by Edward Collins, JD, CFP®, AAMS, RFC
Educational, not advice · private, never sold

Show Me My Money Leak Report

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Your Money Leak Report
6
big gaps
7 small, 1 handled, 14 checked
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Team
…

A light shows its worst gap.

Red · big gap
Yellow · small gap
Green · handled

You’re making money faster than you’re building structure.

The gap to watch: How your advisors work together.

Build first: Asset ProtectionIts biggest gap: If you are sued.

Your grade against your answers · 2 of 4 match

Asset Protection
You · Green
Answers · Red
Tax Reduction
You · Green
Answers · Red
Wealth Accumulation
You · Green
Answers · Red
Intentional Legacy
You · Green
Answers · Red

High income without structure is just a successful leak.

Every check, and what you told us

01Asset Protection

If you are sued
Red

From your answers, not your documents · educational, not advice.

Your next move

You said you’d be open to it.

You said you’d want to know more. Here’s the short version.

You said not right now.

Your Money Leak Report is on its way to your inbox.Your structure is built. One test is left: your tax bill.Your tax checks are green. The bill is the next test.Closing gaps costs money. It may be in your tax bill.

It’s yours either way. The Workshop page always shows the next date.

Over ten years, that bill adds up to $500,000 to $1,000,000. How much of it does the law require?

The Workshop On Tax Reduction

Tue · Oct 13 · 7:00 PM ET · Live on Zoom

The next date is being scheduled. The registration page holds your place until it opens.

From your report: Tax ReductionWhere it touches Asset ProtectionWhere it touches Wealth AccumulationIn the room

The structural test we run before any strategy is worth executing.Why tax savings evaporate … and the single rule that stops it.What a Tax Reduction Opportunity actually looks like on paper.

The Workshop page is open in a new tab.

Your Money Leak Report stays right here.

Reopen The Workshop Page
Reserve My Seat At The WorkshopReserve My Seat At The Workshop

Opens in a new tab. Your report stays open here.

Uplevel By Design seal

Edward Collins, JD, CFP®, AAMS, RFCDoors open 30 minutes before for a Pre-Workshop Q&A Session

Ten years of your tax bill: $500,000 to $1,000,000.Your tax bill is a report card of your structure. Some of it the law requires. Some of it may be opportunity. In the Workshop, Edward teaches how to tell the difference … live, through Member Case Stories.

A sample of what gets opened in the room

The 3 different Tax Strategy Leagues and the one you’ll want to avoid at all costs.

The difference between tax avoidance and tax evasion.

Why “my CPA already handles that” is usually true, and usually not enough.

“After meeting two other so-called tax strategists … the deciding factor was Uplevel’s willingness to let my CPA verify IRS compliance of the strategies they shared. The peace of mind I now have is truly invaluable.”

Greg · Business Owner · Verified

Testimonials reflect individual experiences and are not a guarantee of future results.

You can trust that you pay the minimum.You can keep guessing. Or you can be the ownerone who checks.

Email Me Later DatesEmail Me The Next DateWe’ll email you

One email when a later Workshop date is set. Nothing else.One email when the next Workshop date is set. Nothing else.

A better starting point

The Workshop is not the right room for you yet.

That is a straight answer, not a soft no. The Workshop On Tax Reduction is built for owners whose tax bill is already large enough that structure changes the number materially.

The Uplevel Community · $7, one time

The Uplevel Community is the better fit for now. The same four pillars are taught there in the open, for a one-time $7.

Join The Uplevel Community

Opens the Community in a new tab. Month to month. Cancel whenever you like.

When your income and your tax bill catch up to the room, the door is still here.

You’re already in the room

Your answers are on your file, where your Team can see them.

Tap below to put this Money Leak Report on the agenda for your next session. Nothing here needs a Workshop seat.

Put It On My Next SessionOn your next session’s agenda

From your answers, not your documents · educational, not advice.

The Game of Wealth Assessment is educational and illustrative, based solely on your own answers. It is not legal, tax, or investment advice, and no specific outcome is promised. What it reflects is structure … and structure is something you can change.

Your Money Leak Report

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