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Answer 10 questions. Get your personalized Worker to Investor score.
Overview
A 3-minute quiz built for employees with equity at companies like SpaceX, Anthropic, and Anduril.
You'll answer 10 questions and get a score across three areas:
- Equity Clarity: what you hold, what it costs, and what's time-sensitive
- Wealth Foundation: concentration, cash reserves, and tax-advantaged systems
- Investor Readiness: whether your wealth works without your paycheck
At the end, you'll see where you stand, what's working, and the next step to focus on. No spam. Results are yours to keep.
This readiness quiz would be most useful if...
- You hold stock options, RSUs, or both
- A large share of your net worth is tied to one company
- You've had questions about AMT, tender offers, or an IPO and haven't worked through them yet
If you don't have equity compensation, or if equity is a small part of your overall picture, this quiz won't tell you much.
Three Scoring Categories
Equity Clarity
(Level 1 - Worker)
Do you understand what you hold, what it costs, and what decisions are time-sensitive?
Wealth Foundation
(Level 2 - Builder)
Are you eliminating cash drag, reducing concentration, and building systems?
Investor Readiness
(Level 3- Investor)
Is your wealth working independently of your paycheck and equity position?
"As we get closer to this liquidity event with SpaceX, I'd like to make sure I'm making deliberate, well structured decisions."
— SpaceX Employee, Augustus Wealth Case Study
Are you ready?
