The first step
In one guided session, your family gets clarity you can hold in your hands.
The Opportunity Roadmap Session is where a family stops making decisions one at a time and starts working from one plan.
What the session determines
Are you built right?
Most planning starts with documents. The Roadmap Session starts with a harder, more useful question — three of them. Are you built right — clear on your one direction and what threatens it? Is your family built right — aligned, and ready to carry what you’ve built? And if a business powers your wealth: is your enterprise built right — sound enough to hold a legacy on top of it? You leave with honest answers, and the structure to fix what isn’t right yet.
What you leave with
You don’t leave with notes. You leave with work product.
Who your family is, what you value, the one purpose every decision answers to, and where your structure stands today.
The two or three things putting your family most at risk right now, each routed to the professional who must act.
Your starting score, so every step forward is measurable from day one.
You leave with all of it — whether or not you ever work with us again.
Why it works
The depth you receive doesn’t ride on who’s in the room. It rides on a defined, consistently applied method.
The Opportunity Roadmap is a defined process, refined across real families and delivered the same way every time by a GCG facilitator. That’s why two different families leave with the same depth of clarity — and the same caliber of work product.
The investment
One step. One clear price.
$3,500
one-time
Includes the guided session plus your Family Alignment File, your Risk & Gap Assessment, and your baseline Alignment Index. You leave with all of it regardless of what you choose next.
If you begin Coordination within 30 days of receiving your deliverables — by signing the Coordination agreement and paying the first month — your full $3,500 is applied to that first month.
The Alignment Index is a GCG coordination measure. It does not measure investment performance, legal sufficiency, tax compliance, insurance suitability, business valuation, or financial returns.
Request Your Opportunity Roadmap Session
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