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The intent of The Legacy Project is to evaluate communication and assess the hurdles of legacy planning between parents and adult children. This survey is 30 questions and will take approximately 5 - 10 minutes to complete. Please be thoughtful and truthful with each of your responses, however, know that there are no right or wrong answers. We greatly appreciate you taking the time to complete this survey, and we look forward to hearing from you.

Willing participants will be invited to attend small focus groups to discuss personal accounts relevant to the survey. We will present our final results at a reveal dinner in August. You will receive a follow-up invitation if you indicate your interest in the survey.

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Introducing the Adams Financial Legacy Project Team:

Lyn Adams

President, Adams Financial

ladams@adamsfp.com

 

Zoe Adams 

Project Intern - Data Analytics

zadams@adamsfp.com

Tony Burden

Creative Design

tburden@adamfsp.com

Brandon Dixon

Project Intern - Communications

bdixon@adamsfp.com

 

Dan McEntee

Financial Consultant

dmcentee@adamsfp.com

Emily Orr

Project Intern - Analytics & Logistics

eorr@adamsfp.com

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