Step 1 of 3  ·  Dream Conversation

Let’s Map Your Next Three Years

Before your coaching session, take a few minutes to reflect on where you want to go. Your answers help your Life Success & Legacy coach prepare a conversation that’s meaningful — not generic.

Consider this scenario
If we are meeting 3 years from today, and you are feeling very excited and happy about your progress — personally, professionally, and financially — what has to have happened for you to feel so positively?

Married or in a committed relationship? Complete this together — your shared answers make the coaching session far more powerful.

Who’s completing this form?





1
What concerns or drains on your energy would you like to see eliminated?
Things that deplete your time, emotion, energy, or finances over the next three years.

  • Carrying debt that feels unmanageable
  • Unfulfilling work or career situation
  • No clear plan for future income or retirement
  • Worry about kids’ education funding
  • An old vehicle or home repair that’s been hanging over you

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2
What opportunities would you like to capture in the next three years?
Think about new things or experiences you’re excited about pursuing.

  • Travel to places you’ve always wanted to see
  • Building passive income streams
  • Starting or growing a business
  • Learning a new skill or hobby
  • Replacing a vehicle or upgrading your home

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3
What strengths or resources would you like to maximize?
Consider your assets, talents, and relationships that could make the above possible.

  • Professional skills or education
  • Financial assets or savings already built
  • Strong network or business relationships
  • Work ethic or entrepreneurial mindset
  • Business background or industry expertise

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Your coach will review these before your session — no preparation needed on your end.

✓

You’re All Set

Your answers have been sent to your Life Success & Legacy coach. They’ll review everything before your session so the conversation starts right where it matters.

Check your inbox — a copy is on its way to you.