First Name

Last Name

Email *

Phone *

SECTION 1: Your Starting Point

What do your current family wealth conversations look like? *

We have never talked about money

We have started talking about it, but it feels uncomfortable

We have regular conversations and shared financial goals

What stage are you in personally? *

I am just starting to learn about building wealth

I have been working on it individually, now I want to involve my family

I am the financial go-to person and need systems for legacy

SECTION 2: Readiness + Commitment

How committed is your family to aligning around wealth? *

We are just testing the waters

We are open but need more structure

We are ready for deep, guided transformation

Which of the following feels most urgent right now? *

Understanding where to start

Getting my family on the same page

Creating and protecting a long-term legacy

When do you expect to see transformation within your family? *

ASAP- Within 30 Days

Within about 3 Months

Within 1 Year

SECTION 3: Capacity

What is your current investment comfort level? *

$0–$100

$100–$1,000

$1,000+

How many other family members would participate actively participate? *

Between 1-10 family members

Maybe 10-20 family members

More than 20 family members

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