Legacy in Focus: Guided Reflection Workbook
As priorities shift and seasons change, the way we define success often changes too. What once felt exciting may now feel heavy. What used to matter most may no longer hold the same weight. This guided reflection offers a simple, structured way to step back, reconnect with what matters most right now, and gain clarity before making decisions about what comes next.
This workbook is designed to help you:
Clarify lifestyle priorities and how you want your life to feel in the years ahead
Reassess financial goals, including stability, flexibility, and peace of mind
Think intentionally about family, estate planning considerations, and the legacy you want to leave behind
Uncover any misalignment between where you are and where you want to be
Put words to questions or uncertainties you may have been carrying quietly
Establish a strong foundation for more informed conversations
Create a clear framework for evaluating future decisions
