STEP ONE

Life Inventory

Relocation is a significant life event; it’s a chance to start anew and move closer to the life of your dreams. However, with so many moving parts, the odds are high that you’ll make mistakes that waste time, and money, or leave you with regrets. 

Considering Austin, and our unique process, is about helping you answer these four questions:

  1. Is relocating the right choice?
  2. Is Austin the best destination?
  3. How can I help my family make this journey a great adventure?
  4. What can we do to ensure we thrive in our new home and community?

Most of us are so busy thinking about what we need to do today, this week, and this month, that we rarely think in terms of years or decades. But we believe a life not lived intentionally will be less than it could be. 

We begin this step with our Life Inventory Questionnaire™ followed by a personal consultation. This two-part process is designed to help simplify the process of thinking through what matters most and why it’s important to you.

After completing the questionnaire, you will click a link to schedule a Zoom call. On that call we’ll talk about:

  • Where am I now?
  • Where do I want to be?
  • How do I get there?
  • What are my next steps?

True wealth is not just about money. It includes our experiences, our traditions, our family, our health, who we support and who supports us. Clients tell us this is one of the most meaningful conversations they’ve had in years.