Your standing

Where you stand today.

Your position within the Seven-Stage Generational Wealth Model©, drawn from your most recent Financial Genetic Code® Self-Assessment.

The Financial Genetic Code®

Twenty-eight questions. Seven stages.

For each statement, choose the response that most honestly reflects your current experience, not the response you wish were true. Your Financial Genetic Code® was formed long before you held a dollar. Naming it is the first stage.

Before you begin

Set aside roughly eight minutes. Answer in one sitting if you can. The instrument reads patterns across all seven stages, and a break tends to shift the register of your answers.

Your responses stay on this device. Nothing is transmitted anywhere.

Begin

Generational wealth begins with one conversation.

Tell us where you are and what brought you here. Dr. Wallace reads every intake personally.

Name Email Phone (optional) Where you believe you stand

What brought you here

Schedule directly

Prefer to put something on the calendar? The Stage Diagnostic conversation runs forty-five minutes.

Open the calendar →

Insurance matters (Property & Casualty, Long-Term Care, Health & Life) are handled under Dr. Wallace's individual California licensure and are available today.

Companion

The book, the model, the work.

A working companion to Generational Wealth Begins With Generational Knowledge® , for readers, for audiences, and for the quiet hours between sessions.

Stage III, the healing workbook

Saved

Stage III is where most advisory relationships fall silent. Three pillars carry the work. Write plainly; no one else reads this.

Release

What financial fear or shame are you still carrying that no longer belongs to you?

Forgive

Which decision (yours or someone else's) still needs forgiving?

Rewrite

Name one inherited belief, then write the sentence that replaces it.

The Seven Stages

Terms

Financial Genetic Code®: The inherited financial beliefs, behaviors, and emotional patterns that shape every financial decision a person makes, formed by the financial experiences of one's family, culture, and environment before any conscious choice has been made about money.
Seven-Stage Generational Wealth Model©: The progression from awareness through stewardship that structures every engagement, the architecture beneath the practice.
Stage Diagnostic: The front door. A one-time, fixed-fee engagement of four to six weeks that locates your stage and charts the work ahead.
Legacy Builder®: The highest of the four assessment profiles. A person operating as an active steward of generational wealth rather than its terminus.

Disclosures

Legal & compliance.

Registration status. Seven Stages Wealth, LLC is an investment adviser registered with the California Department of Financial Protection and Innovation (DFPI), CRD No. 343294, effective August 13, 2026. Registration does not imply a certain level of skill or training. Nothing in this application constitutes an offer, solicitation, or recommendation to buy or sell any security. An advisory relationship is formed only upon execution of a written advisory agreement and delivery of Form ADV Part 2A.

Insurance. Insurance products (Property & Casualty, Long-Term Care, Health & Life) are offered through Dr. Joaquin E. Wallace's individual California insurance licensure, California Insurance License No. 0J22378, and not through Seven Stages Wealth, LLC.

Intellectual property. FINANCIAL GENETIC CODE® is a Registered Trademark of Dr. Joaquin E. Wallace. USPTO Reg. Serial No. 99/428,104 · Int'l Classes 009, 016, 036, 041 · Client File No. 00252. Generational Wealth Begins With Generational Knowledge® is a Registered Trademark. The Seven-Stage Generational Wealth Model© is a Registered Copyright. Unauthorized reproduction, distribution, or commercial use is strictly prohibited.

General. This application is educational and informational only. It does not constitute personalized financial, investment, tax, or legal advice, and the self-assessment is not a diagnostic instrument. Past performance, awards, and recognition do not guarantee future results. Always consult qualified professionals before making financial decisions.

Your data. Responses, notes, and intake details are stored on this device only. Nothing is transmitted to Seven Stages Wealth, LLC unless you send an intake yourself.