Legacy Pathways Assessment

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.

First
Last

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

Questions

1) Each family member is confident they have a voice within our family and permission to assert themselves

Please enter a number from 1 to 5.
Please enter a number from 1 to 5.

2) Our family knows and is aligned with the basic principles and values needed to obtain what matters most.

Please enter a number from 1 to 5.
Please enter a number from 1 to 5.

3) Family members are able to approach each other with an outward focused mindset.

Please enter a number from 1 to 5.
Please enter a number from 1 to 5.

4) We have a plan that mentors the family and future generations with shared experiences that support our values

Please enter a number from 1 to 5.
Please enter a number from 1 to 5.

5) Our family communicates well and is effective at discussing sensitive topics

Please enter a number from 1 to 5.
Please enter a number from 1 to 5.

6) Our family has united behind a specific list of shared values that supports or sustains our individual values

Please enter a number from 1 to 5.
Please enter a number from 1 to 5.

7) Our family has developed the ability to resolve upsets in a positive, unifying way.

Please enter a number from 1 to 5.
Please enter a number from 1 to 5.

8) Our family has developed the ability to resolve upsets in a positive, unifying way

Please enter a number from 1 to 5.
Please enter a number from 1 to 5.

9) I have identified my values that guide my purpose, integrated them into my life, and share them with the people who are important to me.

Please enter a number from 1 to 5.
Please enter a number from 1 to 5.

10) We have developed a process for our family to make decisions together and act upon them

Please enter a number from 1 to 5.
Please enter a number from 1 to 5.

11) We have recorded what matters most for ourselves and our family to accomplish in life.

Please enter a number from 1 to 5.
Please enter a number from 1 to 5.

12) We have a plan in place that creates the genuine transfer of family leadership.

Please enter a number from 1 to 5.
Please enter a number from 1 to 5.

Questions 1,5,9

Total Score. For more information, click here

Questions 2,6,10

Total Score. For more information, click here

Questions 3,7,11

Total Score. For more information, click here

Questions 4,8,12

Total Score. For more information, click here

By completing and submitting this assessment, a financial professional may be contacting you.