The Reality Check Survey

Uncover where you stand today. You can move tomorrow.

This is a confidential survey. Your answers will only be read by me.

Based on my experience, these statements are a strong sampling of common challenges.

Once you submit your answers, I will send you my article on the Five Keys to Embrace Your Abundance.

For each statement, indicate a score of how it resonates for you. A score of 1 is “not at all” and 10 is “you get me”

I want to stop working soon and embrace what’s next, but I can’t imagine how I will find purpose or value.(Required)

Please enter a number from 1 to 10.

I anticipate a wealth transfer happening in my family in the next decade or so. Despite having time to plan for it, I struggle to have meaningful conversations with those affected by it to learn what they or I see as opportunities or challenges to address.(Required)

Please enter a number from 1 to 10.

I see others I admire living with financial ease that I only aspire to have despite living comfortably. I seek that peace of mind.(Required)

Please enter a number from 1 to 10.

While I am charitable, most of it feels obligatory. I am seeking ways to have more meaning and impact.(Required)

Please enter a number from 1 to 10.

I am expecting a wealth event in my business and yet I have not planned for its use beyond how I will invest it.(Required)

Please enter a number from 1 to 10.

I consider some of my charitable giving to be quite generous and would like to do more with one or two organizations. Neither organization connects with me in a way that inspires me to be more involved. I feel stuck about what to do.(Required)

Please enter a number from 1 to 10.

I have worked through my estate plan and have shared the information with those affected by it.(Required)

Please enter a number from 1 to 10.

Considering these answers, I am choosing to prioritize the following actions in the next few weeks:

Spend time reflecting on my situation. Work to understand my own stories about money and how they affect my ability to embrace abundance.(Required)

Please enter a number from 1 to 10.

Introduce conversations about wealth and abundance with those I trust the most.(Required)

Please enter a number from 1 to 10.

Reflect on how I have (or have not) used my wealth to benefit my family, extended family, or friends.(Required)

Please enter a number from 1 to 10.

Review any philanthropic giving and assess its impact and what purpose it serves.(Required)

Please enter a number from 1 to 10.

Email(Required)

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