What Is Your Financial Freedom Factor?

Take our 7-minute assessment to uncover your F3 Score and see exactly how close you are to having your passive income fully cover your lifestyle.

Take the F3 Score Assessment

Enter your name and email below to get started. This quick assessment will help you understand where you stand financially.

F3 Assessment
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What You'll Discover

Knowing your F3 Score is the critical first step to moving from high income to high net worth.

Your F3 Score

A definitive metric that reveals the ratio between your passive cash flow and your expenses—showing you precisely where you stand on the path to freedom.

A Custom Roadmap

Get personalized strategies tailored to your current score, designed to help you accelerate your asset accumulation and tax efficiency.

Clear Next Steps

Walk away with actionable insights on how to apply the Investment Optimizer Strategy to bridge the gap between your current income and total financial independence.

The Stages of Financial Freedom

Your score will place you in one of these four phases of wealth building.

The Accumulator (0–25%)

High active income, but low passive cash flow. The focus here is on efficient savings and establishing your capital base.

The Builder (26–50%)

Assets are beginning to generate consistent flow. Momentum is building as you optimize for tax reduction and velocity.

The Accelerator (51–75%)

Passive income now covers your essential needs. You are nearing the tipping point where work becomes optional.

Financially Free (76–100%+)

Your assets fully fund your lifestyle. You have total control over your time and resources to live intentionally.

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the strategy

Who We Are

Money Insights was founded on the principle that "off-the-shelf" products and solutions often don't meet the needs of high-income earners. Our team works collaboratively to design customized financial solutions that leave a lasting impact for each of our unique clients.

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Ready to Find Your F3 Score?

Take the assessment now and get the insights you need to make your money work as hard as you do.

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