Free Tools & Assessments
These complimentary tools offer a practical starting point for financial, retirement, leadership, and business questions. They are designed to help you see where you are today, identify areas worth exploring, and decide what deserves your attention next.
Financial Tools
The free financial tools do not attempt to replace comprehensive coaching. They help you organize your thinking, surface potential gaps, and understand which questions may deserve a deeper conversation.
Evaluate six parts of your financial picture: cash flow, financial foundation, debt, savings, retirement readiness, and overall financial organization. Receive a simple snapshot of strengths and areas that may deserve more attention.
Look beyond a retirement date and consider whether your goals, income plan, financial resources, major decisions, and personal priorities appear aligned for the transition ahead.
Evaluate prospecting, discovery, value communication, pipeline discipline, closing and follow-up, and personal accountability. Designed for sales professionals who want a practical picture of where focused improvement may create better results.
For executives, owners, and sales leaders. Examine sales strategy, leadership, people, pipeline, process, execution, metrics, and customer growth to identify areas that may be limiting the business.
Rate eight areas of your life from 1–10 and watch your wheel take shape. Use the result to identify strengths, gaps, and the area where one intentional change might create the greatest positive ripple effect.
Leadership & Business Tools
These tools focus on awareness, performance, and development—not labels. They can help leaders and teams identify patterns that are worth discussing.
Evaluate six areas that influence execution: strategy, leadership, accountability, operational excellence, people and culture, and profitable growth.
Explore six dimensions that influence how you communicate, make decisions, respond to pressure, create structure, and work with others. Receive a practical leadership profile with strengths, watch-outs, and development prompts.
How to Use These Tools
Answer based on what is true today, not what you hope will be true later.
Use the results to identify questions, priorities, or areas where more clarity could help.
Continue with another free tool, explore coaching, or schedule a complimentary conversation with David.
Need More Than a Snapshot?
If your results reveal an area you want to understand more deeply, schedule a complimentary conversation with David.