• LifeWise Snapshot

    See where you stand today, across six dimensions of your next chapter.

  • Please include your full name and email so we can send you a copy of your results and confirm your debrief booking details.

  • We work with people at three different moments. Which one sounds like you?*

  • Identity Clarity

  • Outside of your business or career, how many parts of your life, relationships and interests exist independently of your work?*
  • After you've sold the business or retired, do you know how you'll introduce yourself to someone new, not what you did, but who you are?*
  • Now that you've stepped away, how do you introduce yourself to someone new? Not what you did, but who you are?*
  • As you step back from your current role, how do you imagine introducing yourself to someone new. Not what you did, but who you are?*
  • If the business disappeared tomorrow, how much of your sense of purpose would go with it?*
  • Now that you've stepped away, how much of your sense of purpose went with the business?*

  • Energy Direction

  • Have you started actively exploring or making space for what comes after the exit, e.g., taking a course, picking up a hobby, building a relationship, looking at locations; or is that all still ahead?*
  • Outside of your current business obligations, where does your mind go when it wanders? Select up to five*
  • These days, where does your mind go when it wanders? Select up to five.*
  • There are things you've been meaning to get to for years: a relationship you've let slide, something you've always wanted to build or learn, a version of yourself you keep putting off. How loudly are those things calling right now?*

  • Relationship Readiness

  • How would you describe your partner's or close family's understanding of what your life will look like post-exit?*
  • Have you and your partner had an explicit conversation about what you each want the next chapter of your life to look like, not just the financial plan?*
  • When you imagine your day-to-day life changing significantly after the exit, what's your partner's or close family's likely reaction?*

  • Life Architecture

  • Select up to three focus areas for your first year after exit.*
  • How much of the practical side of your post-exit life have you thought through: where you'll live, how your days will be structured, what you'll spend money on, who you'll spend time with?*
  • How much of that picture is actually formed right now, versus something you're hoping will come together later?*
  • What has work consistently pushed to the back burner? Select up to three.*

  • Decision Clarity

  • Do you have personal criteria for what a successful transition looks like, beyond the money?*
  • What are the things standing between you and moving forward? Select all that apply.*
  • Of those you checked above, what's the BIGGEST thing standing between you and moving forward?*
  • How clear are you on your decision about this transition?*

  • Transition Readiness

  • What's driving your thinking about timing right now?*
  • When you picture life after your exit, what's the first feeling that comes up before you start thinking practically about it?*
  • If nothing about your current situation changed over the next three years, how would you feel?*

  • The next two questions are optional, but the more specific you are, the more your results will reflect your actual situation rather than just your answer pattern.
  • Should be Empty: