The Quiz

The Quiz!

Could your family benefit from The Family First Process?
Take the following short quiz to find out.

1. It's important to me to pass on a positive legacy to future generations of my family?

2. I want my financial success to be a blessing, not a curse to my children and grandchildren?

3. I want my great grandchildren to know who I was, what was important to me, and how they can benefit from my life?

4. I want to do everything humanly possible to help my family and future generations live fulfilling, meaningful lives?

5. My family's well being is more important to me than estate tax savings?

6. I want my advisors to know what's most important to me so they can create plans to make my vision a reality?

7. I have a strong desire to support select charities and ensure they continue receiving support after I'm gone?

8. I want a process in place to pass on our family heritage, positive core-values and strong work ethic to future generations?

9. Family unity and harmony are important to me?

10. I'm willing to commit the time, energy and resources to make the above a reality?

If you answered yes to seven or more of these questions, you are an excellent candidate for the Family First Process.