Wealth Blueprint Diagnostic — Fielding Global
Fielding Global

The Wealth Blueprint
Diagnostic

A structured assessment of the distance between
where your business is and where it needs to be.

Most business owners have built something valuable. Few have built it deliberately enough to fund the life they want on their terms. This diagnostic — designed around the frameworks that institutional advisors apply before any transaction — gives you an honest account of the gaps, and a clear picture of what closing them requires.

7Modules
32Questions
~28Minutes

Your responses and documents are used solely to prepare your debrief report.
This engagement is confidential.

Wealth Blueprint
Diagnostic
Your responses are confidential and used to prepare your personalised debrief session.
Step 2 of 3

Finalizing Your
Blueprint Profile

Please provide your professional contact details. These will be used to generate your tailored debrief report and connect your diagnostic findings to your specific business profile.

Final Step — Document Submission

Upload Your
Business Documents

Your questionnaire responses give us your perspective. Your documents give us the evidence. The combination is what allows us to produce a debrief that is precise and evidenced — not simply a reflection of what you told us.

Why this matters
The profit gap cannot be calculated from memory. Normalised EBITDA requires three years of accounts. The valuation gap requires knowing what the business would actually transfer for — and that requires understanding whether your value sits in the business or in you personally. These documents allow us to answer those questions with evidence, not estimates.

Documents marked Required are needed to complete the financial analysis. All others strengthen the debrief but can be submitted afterwards if not available now.

I'll send documents separately
Fielding Global · Wealth Blueprint Diagnostic

Your Diagnostic Summary

A preliminary reading of your position — full evidenced debrief to follow

Initial Findings

Talking Points — Questions Worth Sitting With
    Next Step

    Your Debrief Session

    Your advisor will use your responses and documents to prepare a structured written debrief — a precise, evidenced account of the three gaps identified here and the pathway to closing them. You will leave that conversation with a clear, written picture of what needs to change, in what order, and why.