Identifying your opportunities, threats and resources

Planning your legacy can be exciting and inspiring, but it can also feel like a daunting task if you’re unsure of where to start and what your priorities might be.

If you’re looking for some clarity and insight, or if you’re simply curious, try our free Your Vision tool now.

The Your Vision tool is quick and easy, offering multiple-choice options at each stage and the opportunity to add your own ideas where appropriate. Once complete, the Your Vision tool will build a picture of your situation and opportunities in a free personal summary.

The Your Vision tool is confidential and carries no obligation. If however you are happy to share your answers with us, it will provide us with a good indication of whether The Family Legacy SolutionTM is right for you, and some useful insights from which we can start planning your legacy together.

Adapted from The D.O.S.® Platform, which is a trademark, copyright, and concept owned by The Strategic Coach Inc. All rights reserved. Used with permission. www.strategiccoach.com

Opportunities

There may be opportunities and possibilities in your life that you would like to take time to focus on. Select all that apply, and feel free to add others.

I would like to pursue hobbies or interests
I would like to support my favourite charities more
I would like to travel
I would like to make home improvements
I would like to help my children or grandchildren to buy a property
I might consider downsizing to a smaller property
I would like to become more involved in my local community
I would like to study and/or learn new skills
I enjoy working and could earn extra income
I could help fund the education of my children/grandchildren

Here are the most common obstacles and issues that our clients face. Select all that are relevant to you, and add others if needed.

I could die
I could require long-term care
I could become physically ill
I could lose the ability to travel
My assets could decline in value
I could lose the support of family, friends or neighbours
I could suffer mental illness or incapacity
I could be affected by political instability or legislation changes
My income could fall
My spouse/partner could die

Resources encompasses the personal talents, capabilities and skills that you could make use of. Again, select all that apply, and feel free to add others.

I have free time
I have a strong community and/or friends I can depend on
I have surplus or disposable capital
I have surplus income
I am in good health
I have experience and expertise
I have a secure income
I have money saved for a rainy day
I have close family to support and encourage me
I have the ability to travel

Out of your selected opportunities, please select the top 3 opportunities that are most important to you.

Out of your selected threats, please select the top 3 that are most important to you.

Out of your selected resources, please select the top 3 that are most important to you.

Why are these opportunities so important to you? Please expand further if you wish

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3.

Why are these threats so dangerous to you? Please expand further if you wish

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3.

Why are these resources so important to you? Please expand further if you wish

1.

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3.

A summary of your top 3 opportunities, threats and resources

Opportunities

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Threats

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Resources

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Your vision

Planning a legacy but don’t know where to start? Use our free Your Vision tool for clarity, insight and a personalised summary.

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