Journey One: The Vision Reset
Reset Your Vision, Realign Your Path
This is where your journey begins. Assess where you are, clarify your wealth identity, and set a clear vision for your future. Build the foundation for wealth that reflects your purpose and legacy.
The Vision Checklist
"Legacy is a narrative that did not begin with you and will not end with you."
Settle in and take this wealth checklist to explore what unfinished business you have inherited, earned, and have yet to examine.
*The checklist takes about 29 minutes to complete. Answers will be sent via email for further reflection.
