Which of these best describes your current family wealth conversations?

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

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

What is your current investment comfort level?

$0–$50

$97–$1,000

$2,500+