How Prepared Are You for the Future?
Welcome to the 'How Prepared Are You for the Future?' quiz!
This quiz will help you gauge your preparedness for end-of-life and legacy planning.
Remember, planning ahead, organizing and leaving clear intentions and instructions are the ultimate gifts you can give to those you love.
Wherever you are on this journey, it’s great that you’re thinking about the future and ready to take actionable steps to feel more prepared and organized.
-Marni Blank, Begin WIth The End
You’re well on your way!
Nice work! You're clearly someone who values organization and foresight. Your proactive approach to planning reflects a deep understanding of the importance of securing your future and the future of your loved ones.
Next Steps: Consider consulting with an end of life & legacy planner to ensure that nothing is missed in your plans. One thing that many people forget it to get their digital life and assets organized and to set up legacy contacts for your devices and emails.
Regularly review your documents and wishes every few years, especially after major life changes, to ensure everything remains current. Have you asked your parents about their plans? If not, check in with them to make sure they’re thinking about the future.
Want to double check your work? Schedule a free 20 min call to make sure you've got all of your t's crossed and i's dotted :)
Great job! You're making progress but might need to take a few more concrete steps.
You have a solid level of awareness about what you need to do and have taken some steps, yet you may feel overwhelmed by all of the details. You have some things figured out, but may stop short of having a comprehensive plan in place. It's great that you have a level of comfort around talking about these topics with loved ones - that's half the battle!
Next Steps: Schedule an appointment to finalize any plans you've started, like healthcare directives or power of attorney forms. Consider speaking to a financial advisor who can also make recommendations on insurance that could be beneficial to you and your loved ones. Initiating deeper conversations with family about your wishes is also highly recommended.
Want to chat to make sure you're on the right track? Schedule a free 20 min call to come up with a supportive game plan.
It looks like you have some important areas to focus on!
You might feel a bit anxious or even confused about the next steps to take, which is perfectly normal. Your responses indicate that while you recognize the significance of planning, the task may feel daunting. This apprehension often stems from a lack of knowledge or experience in these discussions, rather than a lack of concern for your loved ones. Not to worry, you're in good company!
Next Steps: Start by creating a checklist of essential documents you need to complete, like a will and healthcare directives. You can also start by collecting your important paperwork and information and organizing your digital life. If you’re nervous to get started, ask some of your close friends or family where they’re at in their planning process- sometimes it’s nice to have an accountability partner! Don’t hesitate to reach out to professionals like an End of Life & Legacy Planner, a Trust & Estate Attorney and a financial planner for guidance
Need extra help? Schedule a free 20 minute call to talk about your specific goals!
Many people feel like you do, so you're not alone.
You find discussions about end-of-life planning uncomfortable, which is common for many people. This is normal! This might stem from a desire to avoid confrontation with difficult topics or out of fear that bringing them up will upset your loved ones. Sometimes, confronting these fears can feel liberating and ultimately get you through to the other side- peace of mind :)
Next Steps: Start by educating yourself on the basics of end-of-life and legacy planning. My 7 Steps to End of Life Planning Workbook is a great place to start! You can also start by asking your friends what they've done to start planning and their experiences with it to get more comfortable. There are also many great articles online to start your journey or attend a free workshop to build your knowledge.
It’s never too early to start planning, and small steps can make a significant difference over time.
If you're ready to take steps, schedule a 20 min free call to discuss what's holding you back and how can we get you to where you need to be.