How it works

From reflection to clarity to a life you're actually living

LEGACY COMPASS™ is not estate planning, a retirement calculator or a goal-setting app. It's a guided way to answer five questions: where have I been, where am I now, what matters most, what do I want to leave, and what will I do next?

1. Step 1

   A short, human onboarding

   A few questions about where you are now — one at a time, never a form to survive. Including the one that matters: when you hear the word legacy, what comes to mind?

2. Step 2

   The Legacy Discovery Assessment™

   About thirty questions across the seven dimensions. It should feel like a thoughtful conversation over coffee, not a psychological examination.

3. Step 3

   Your Legacy Clarity Score™

   A score from 0 to 100, plus a score for each dimension. It is not a judgement of whether your legacy is good. It measures how clearly you've articulated what you want — and how much of it has become action.

4. Step 4

   Your Personal Legacy Blueprint™

   The heart of it. Your legacy statement, the people who matter most, the values you want to live, what you want to pass on, and what you'll do in the next 12 months, 90 days and 30 days.

5. Step 5

   Your Legacy Compass™ and Action Plan

   You at the centre, seven branches around you. Dreams become goals, goals become milestones, milestones become actions with dates.

6. Step 6

   The Still To Live List™

   Experiences you still intend to have — why they matter, who with, and when. When you live one, you record what it meant.

The seven dimensions