Meaning Legacy™ Assessment

(All information provided is kept confidential.)

How old are you?
What's your relationship status?
Do you have children?
Do you plan to have children in the future?
What are the ages of your children? (Select all that apply.)
Do you have grandchildren?
How important is a sense of purpose or meaning to you?
How important is it to have a plan to ensure your family’s financial success now and in the future?
How important is it to have a plan to transfer your financial assets to future generations and teach them how to care for and grow the family’s wealth?
How important is it to have a plan to financially contribute to the people and organizations that represent your values and beliefs?
How important is it to invest in education, personal development, and continual learning?
How important is it to document systems (e.g., business systems, health protocols, financial management strategy, specific skills or knowledge) to pass on to your family, employees, or others who can benefit from your knowledge?
How important is it to understand the gifts, talents, personalities, and passions of all family members?
How important is it to have a shared family philosophy?
How important is it to have an upstanding public reputation?
How important is it to volunteer your time and talents for charitable causes?
How important is it that you create meaningful memories, express love, and emotionally bond with your family, friends, and loved ones?
How important is it that your family has a spiritual foundation?
How important is it that your family participates in a faith-based organization that reflects your beliefs?
What following elements have you incorporated into your life or estate plan? (Select all that apply.)

First Name
Email