Awareness is the first step toward financial alignment. 

This 5-minute self-assessment helps you evaluate readiness, uncover blind spots, and start meaningful family conversations that strengthen your legacy. Your answers will help you to see how clearly your family understands its finances, how openly you communicate about money, and how prepared you are for the changes ahead.

If you're like many successful Gen X families, you're the bridge between generations-managing your own financial life, helping aging parents, and guiding your kids toward independence. It's a lot to balance.

This quick assessment helps you:

• Evaluate the financial wellness of each generation in your family
• Reveal hidden gaps or vulnerabilities in your plan
• Encourage open, judgment-free money conversations
• Align everyone toward shared goals and lasting legacy