Here's what you'll discover:

  • Your strengths in building a lasting personal and professional legacy.

  • Areas where you can improve communication and planning.

  • Personalized insights to begin creating a more fulfilling, meaningful legacy foundation.

The assessment is designed to take less than 10 minutes to complete and can be a valuable starting point for building a legacy that matters.

You’ll be scored in the following key areas:

Identity

How far back can you trace your family or professional lineage? What are the character traits, values, and ideals you want to pass on to future generations? Are they clearly defined? Are they available for everyone in your family or team to view and discuss, or are they only in your head?

Purpose

Purpose gives life meaning. Our purpose guides us in what we choose to do or not do. What are the purpose traits you desire to instill into your family or team legacy? What makes meaningful relationships? What does a successful life look like? What are the practical steps to fulfillment?

Provision

You work hard. You do your best to make the right life decisions. What are the resources your family or team needs most? Do you have the plan to secure and pass down those resources? Have you designed a plan for helping those who come after you understand what resources you've made available to them and how you desire them to be leveraged?

Perpetuity

You've built a family and a career. Now, what's the lasting impact you want to leave on the world? How will your values, your experiences, your wisdom, be carried forward? What stories will be told about your life, and how will they inspire future generations? Perpetuity is not just about leaving an inheritance; it's about leaving a legacy that transcends time and continues to make a difference.

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