What best describes you?
Family Business Member
What's your business or line of work? (If retired, what was your background?)
What's your website url (or social media link for reference)?
Who is in your current support system (ie family, etc)?
Briefly describe you desired vision for your life's legacy. What would it look like? Who would you serve? What would you gift to another?
What is your biggest obstacle right now in taking action this month?
How willing and able are you to invest in the softer side of your legacy planning?
What makes you different from the other applications? Why should we choose to work with you?
What's Your Call Preference?
Zoom Video Call
Zoom Audio Call
What's your phone number, in case we can't connect on Zoom?
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