The Wealth Architecture Scorecard

Six functions decide what your money does. One of them is carrying the least support.

Income gets decided in one place, taxes in another, investments somewhere else, and the estate documents haven't been opened since they were signed. Each decision looks reasonable alone. Together they leak.

This scorecard measures the six functions of the Next Era Wealth Architecture against how you actually operate today. You'll see which one is weakest, and what that tends to cost at your income.

Begin the scorecard

24 questions · about six minutes

I

Earn

Income + business architecture

II

Keep

Tax architecture

III

Deploy

Capital architecture

IV

Protect

Risk architecture

V

Compound

Long-term wealth architecture

VI

Transfer

Legacy architecture

Your results

Where should the scorecard go?

Your scores appear on the next screen either way. Leaving your name and email is how I follow up if something in your answers is worth flagging — and how you can ask for a copy of your results.

No list rental and no daily email. You can leave at any time.

Your architecture in section

Here is where the weight is falling.

Above the line is what people see. Below it is what holds it up. Depth is support — the shallow footing is where the structure is working hardest with the least beneath it.

Wealth Architecture — Section

The next step

A scorecard names the gap. An architecture closes it.

The Architecture Review is one session and a written map of how your six functions currently connect — including the ones this scorecard cannot see.

  • Before we meet, I read your last return, your entity structure, and your balance sheet.
  • Ninety minutes on where the structure is costing you, and in what order to fix it.
  • Afterward: a one-page architecture map and a sequenced list of what to do next.
  • If a full Wealth Architecture Build follows, the fee credits toward it. If it shouldn't, I'll say so.

Book the Architecture Review

Ready for the full engagement instead? Apply for Wealth Architecture

This scorecard is educational and general in nature. It is not tax, legal, or investment advice, and it does not create a client relationship. Next Era Advisory Group is not a registered investment adviser and does not provide securities recommendations or manage assets. Your situation depends on facts this assessment does not collect — speak with a qualified professional about your own circumstances before acting.