• Education
    • 1 to 1 Mentoring
    • Corporate & Private Workshops
    • Group Workshops
    • Immersion Courses
  • Resources
    • Financial Savviness Quiz
    • Holistic Wealth Quiz
    • Savings Goal Calculator
    • Financial Terms Glossary
  • Our Mission
  • Blog
  • Consulting
LOGIN MY CART
  • Education
    • 1 to 1 Mentoring
    • Corporate & Private Workshops
    • Group Workshops
    • Immersion Courses
  • Resources
    • Financial Savviness Quiz
    • Holistic Wealth Quiz
    • Savings Goal Calculator
    • Financial Terms Glossary
  • Our Mission
  • Blog
  • Consulting
MY CART LOGIN

Home > Resources

Resources

Let us demystify the world of investing for you. We’ll give you the essentials so you can learn how to grow your wealth.

Financial Savviness Quiz

Most people measure financial savviness by knowledge. However, knowing and doing are often something very different. Spend 3 minutes to share a little bit about your money habits and happiness and we’ll tell you how financially savvy you are.
Take the quiz >

Holistic Wealth Quiz

Where are you in your journey toward financial freedom? Let’s dig into your moods, attitudes, methods and approaches toward wealth.
TAKE THE QUIZ >

Savings Goal Calculator

Saving for a home, business, or travel fund, but don't know how to get there? We'll do the math for you!
FIND OUT TODAY >

Financial Terms Glossary

Here are the terms you need to be familiar with to create your financial plan and set yourself up for a life of holistic wealth.
LEARN MORE >
sign up for our newsletter >
  • Company
    • Our Mission
    • Contact Us
    • Consulting
    • Careers
  • Resources & Services
    • Bear Market Investing Package
    • Intro Financial Wellness Package
    • Plain, Protect & Grow Package
    • Lump Sum Investment Package
    • Sustainable Investing Package
    • Financial Terms Glossary
follow us
Copyright © 2018 HEELS & YIELD
Privacy Policy Terms & Condition Disclaimer
Copyright © 2025 HEELS & YIELD