PS-QUESTIONNAIRE

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QUESTIONNAIRE

PRE-SESSION QUESTIONNAIRE

PLEASE ANSWER THE BELOW:

* Indicates required field

Name *

First

Last

Email *

1. Briefly describe the situation or challenge you are facing (e.g., family inheritance, private collection, estate management, or other concerns.) *

2. What is your main goal or desired outcome from working together? (e.g., clarity on next steps, decision-making guidance, holistic planning, emotional relief, etc.) *

3. (Optional) Is there anything else you would like me to know before our first session? *

Submit

To be true to tradition,
you need to be true to its flame, not its ashes.
-Jean Jaurès (1859-1914)

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