• What happens to the life I’ve built if I’m not here to guide it?

  • How would my family manage all these moving parts without me at the center?

  • Is my vision for leaving this business truly aligned with the life I want after it’s gone?

  • Am I certain my exit will fund not just my next chapter, but my family’s freedom for decades?

  • What unspoken risks or hidden gaps could undo everything we’ve worked for?

Have you ever asked yourself…

  • Are the right protections in place to shield what we have from unexpected threats or mistakes?

  • If something forced me to step away tomorrow, who would run this, and how?

  • How does my plan adapt if life changes faster than I expect?

  • Am I building a legacy my family understands, values, and can sustain without conflict?

  • Who is helping me see the blind spots I can’t see on my own?

Do you have the right advisory team in place?

Have you fully aligned your family balance sheet with your dreams and vision to achieve your goals?

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