Go deeper across how you Earn, Keep, Grow, Protect and Transfer. Your full assessment connects your responses to five-pillar evidence, priority review areas and a structured 30/60/90-day roadmap.
Approximately 15–20 minutes · Seven guided sections · Personalized report · No document upload required
The preliminary assessment helps identify direction. The full assessment examines the systems, decisions and planning practices behind that direction.
Move through About You, Earn, Keep, Grow, Protect, Transfer and implementation readiness with a visible progress bar.
Your responses are organized into the Financial Virtue Index, five pillar results, strongest area and first review area.
Your report organizes triggered review areas, supporting evidence, records to gather and a dated 30/60/90-day action sequence.
Your full assessment examines the practices supporting how you generate, retain, build, safeguard and eventually transfer wealth.
Income, business structure, reporting, recordkeeping and operating systems.
Tax planning, deductions, liquidity, estimated taxes and cash-flow discipline.
Retirement, investing, credit, capital allocation and long-term growth.
Insurance, security, compliance, documentation and business continuity.
Estate readiness, beneficiary planning, succession and legacy coordination.
The full report connects assessment results with the evidence and implementation questions needed to move from awareness to action.
Your Financial Virtue Index, strongest area, first review area and high-level interpretation.
Earn, Keep, Grow, Protect and Transfer each receive an individual evidence-and-decision review.
Triggered review areas are organized around why they matter, the next action and measurable proof of completion.
Actions are organized by timing, pillar, owner, target date and evidence of completion.
Know which statements, agreements, policies and supporting records should be assembled for deeper review.
Arrive at your next professional conversation with focused questions instead of starting from scratch.
Complete every applicable question using current, accurate information. Your answers provide the foundation for the personalized report.
Work through each section carefully. Select “not applicable” where provided.
KeepMore IQ™ is a Financial Virtue intelligence platform developed by ProBiz Technology Corporation to help participants organize financial information, identify areas requiring deeper attention and approach important decisions with greater clarity.
Complete the Full KeepMore IQ™ Assessment and turn your answers into a structured Financial Virtue roadmap.