Announcement: this toolkit has been replaced by the Equity Tool at

Please visit for the new and improved version of this toolkit. This first version of the toolkit will remain up until the end of 2015 after which it will redirect to For any questions about this transition, please email us at support [at] . Here is the old toolkit:

Here you will find articles explaining everything you will need to know about how to measure the wealth level of your clients, including background information about equity and the wealth index, and details of the 10 steps to completing a client survey to measure wealth.