This exercise helps you determine how far you and your family are along the Legacy pathway. Please spend a few minutes and answer the questions as honestly as you feel. After you have completed each question and its rating, check out your scores at the bottom to see what areas have the most potential for improvement. Please make sure you answer all questions to get the best answer.
Guide for scoring:
Rating order of Importance (type number that applies in box): 5=Very Important, 1=Don’t Care
Rating order of Achievement (type number that applies in box): 5=Mastered, 1=Haven’t Started
Subtract Achievement from Importance numbers and type the numeric answer in the Gap box for each question
Proceed to bottom of form and review your scores
By completing and submitting this assessment, a financial professional may be contacting you.