See what you're missing
Know Your Financial Blind Spots.
High-income earners often have scattered strategies and hidden gaps. Perpetual Wealth's AI-powered Wealth Audit reveals what's working, what's not, and exactly where to focus next.
Wealth Score
Comprehensive financial health rating
Gap Analysis
Find vulnerabilities before they cost you
AI Insights
Personalized recommendations
Priority Actions
Know exactly what to do next
Good — Room for Optimization
3
Strengths
4
Gaps Found
$47K
Potential
Your Financial Health at a Glance
Get an instant, AI-powered assessment of your overall financial wellbeing. Our Wealth Score analyzes multiple dimensions of your finances including savings rate, debt management, investment diversification, and protection coverage to give you a clear picture of where you stand.
- ✓Multi-dimensional financial health analysis
- ✓Benchmark against peers in your income bracket
- ✓Track progress over time with historical scoring
Uncover Hidden Vulnerabilities
Most high-income earners have blind spots in their financial strategy. Our AI scans your complete financial picture to identify gaps in tax optimization, asset protection, retirement savings, and estate planning that could be costing you money or exposing you to risk.
- ✓Tax efficiency gap detection
- ✓Insurance and protection coverage review
- ✓Retirement savings trajectory analysis
No S-Corp election detected
Coverage below recommended level
Trust structure incomplete
On track for goals
Summary: 3 gaps identified with estimated annual impact of $32,000+
Your Personalized Action Plan
Stop guessing what to do next. Based on your Wealth Score and Gap Analysis, we generate a prioritized list of actions ranked by potential impact and urgency. Each recommendation includes the 'why' so you can have informed conversations with your advisors.
- ✓Impact-ranked recommendations
- ✓Estimated value of each action
- ✓Professional discussion points included
Evaluate S-Corp Election
$18,500/yr
est. value
Review Life Insurance Coverage
$2.5M gap
est. value
Establish Living Trust
Estate protection
est. value
Max Backdoor Roth IRA
$7,000/yr
est. value
Stop wondering.
Start knowing.
Your complete financial picture, analyzed in minutes. Get your personalized Wealth Audit and discover exactly where to focus for maximum impact.
Educational purposes only. Not financial, tax, or legal advice.