ANY OF THESE OPTIONS CAN BE YOUR FIRST STEP - YOU DECIDE:
1. Take the one-page assessment to identify your priorities and the priorities for your family. Click "assessment" to download the form, then print (if doing this with your spouse please print off two copies - one for you and one for your spouse) and complete with your initial responses - don't overthink it. There are no right or wrong answers.
2. Contact us to schedule a complimentary Discovery Conversation to discuss what you want for your family and/or the results of your assessment(s) and we will determine together what next steps are right for you and your family.
Potential Next Steps to chose from:
Schedule a Family Alignment Milestone: By the end of your Family Alignment Milestone, together your family will have defined its purpose, identified shared values and areas of common vision plus set priorities for the future. You will also learn about each family member's leadership style and how to enhance effective communication within the family.
Start with Guided Discovery Interviews to record your stories, values, life lessons, and what matters to you. What a priceless gift for those who matter most to you! (86% of baby boomers surveyed indicated that the family story and life lessons are more important to give or receive than financial assets - 10 times more important! - Allianz Life)
