Are You Ready to Build Generational Wealth?

Take this quiz to find out.

Full Name *

Phone *

Email *

How clear are you on what you want your legacy to be? *

Crystal clear — I’ve written it down and review it often.

I’ve thought about it but haven’t taken action.

I’m not totally sure — I’ve been too focused on the day-to-day.

Do you have a long-term wealth transfer or estate plan in place? *

Yes — it’s done and updated regularly.

I have a will or trust, but it may be outdated.

No, I haven’t gotten around to it yet.

How involved are your family or heirs in your financial values and goals? *

We have regular conversations about values, philanthropy, and money.

I've shared some basics, but not the full picture.

I’ve kept most of it private — not sure when to start.

How aligned is your business or career with your personal values? *

Strong alignment — my work and values go hand in hand.

Somewhat aligned, but not fully integrated.

They often feel at odds — I just push through.

What’s your approach to giving back or supporting causes you care about? *

I have a structured giving plan or foundation.

I donate when asked or during specific times.

I want to give back more, but haven’t figured out how.

Do you have a succession or transition plan for your business/career? *

Yes, with clear documentation and timelines.

I’ve thought about it but haven’t acted yet.

I haven’t planned for that stage yet.

How well are your investments and finances optimized for long-term impact? *

I work with advisors and review strategy regularly.

I have some strategies but it’s not actively managed.

I haven’t thought about long-term alignment yet.