We meet, in person or zoom and get to know each other. We talk about your story opportunities and how they can be achieved. We discuss special aspects and how they can be achieved. One-third deposit is made at this time.:

• Legacy Guide will have a form to go over the process
• A Q&A will occur to get to the heart of you and your Legacy
• Discussion of time line for completion

STEP ONE launches the process – gets our working relationship in order, answers any questions, secures deposit.

This Introduction Focuses on You and the Process

We will discuss how you want to be presented in your Legacy, what is important to put in, what to leave out.

Your Early-Years, Your Mid-Years, Beyond…

Your Legacy will have different focus points, a starting point and can bring us to a point in your life – or today. We can even explore the future aspirations and dreams.

• Early Years – where born, where moved to, schools, friends, family pets, other
• Mid Years – Typically this is after High School, and often when you start focusing on your vison or career
• Later Years – What became important in your life, what do you want to share?

We can focus on you as a person, you and your career, or both.