Press Release

April 16, 2025

Introducing the R360 Health, Wealth, and Happiness Assessment

At R360, financial success is one dimension of success—but lasting fulfillment requires more.

R360 Staff

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At R360, financial success is one dimension of success—but lasting fulfillment requires more. It’s about alignment across the full spectrum of life: purpose, relationships, mindset, health, and impact.

To support that journey, we’ve developed the R360 Health,Wealth, and Happiness Assessment, a reflective tool grounded in our Six Forms of Capital framework, what we call the FISHES (Financial,Intellectual, Social, Human, Emotional, and Spiritual capital.) The R360 Assessment is a comprehensive self-evaluation that helps you measure your current standing across these most essential aspects of life. The assessment is not just a personality quiz or a surface-level survey. It’s a mirror, a map, and a catalyst for growth—all in one. The process is simple and straightforward, and the insights you gain are invaluable, covering every area of your life for a complete understanding.

Why We Created It

Many of our members arrive at a similar inflection point: they’ve achieved exceptional success by traditional standards but are now seeking deeper clarity. Many ask a powerful question: Am I genuinely maximizing my potential in every area of my life? We created the assessment in response to that question. It’s a concise yet meaningful way to:

  • Highlight your strengths across core life domains.
  • Reveal blind spots and opportunities for improvement.
  • Provide personalized insights to help you grow with Intention.

What to Expect

The R360 Assessment provides a clear snapshot of where you stand today. Whether you’re thriving financially but seeking deeper emotional connection, or excelling professionally while neglecting your health or purpose, the assessment helps surface areas that may have been sidelined in pursuit of other goals. The insights you gain are not just theoretical, but practical, guiding you to make meaningful changes and choices.

Those who complete the assessment often describe the experience as clarifying and grounding. It’s designed for those who want to apply the same level of intention to their personal well-being as they have to their financial success. For high performers, it offers a way to calibrate both achievement and fulfillment—supporting more deliberate, purpose-driven choices in the pursuit of a balanced and meaningful life.

Begin the Process

The R360 Health, Wealth, and Happiness Assessment is now available. It takes just a few minutes to complete—and the perspective it offers can help inform the next chapter of your life with greater focus and intention.

Ready to see where you stand?

Take the Assessment Now

Disclosure: R360 is not an investment adviser. Information provided within is for educational purposes only and should not be construed, nor is intended to be, investment advice or a recommendation to invest in any types of securities. R360’s views are subject to change at any point without notice. No investment decision should be made based solely on the content herein and only a financial professional should be engaged for providing investment advice and recommendations. Past performance is not an indication of future returns.

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