Own Yourself Now
The Corner · worksheet · 1 of 2
Pre-session preparation

One decision,
written down.

Twenty to thirty minutes in your own time, before we agree a date. This is the part that decides whether the session is worth what you paid for it.

Two rules
Blanks are fine. An unanswered question tells us something too — often the most useful thing on the page.
Please do not send documents. No contracts, tax returns, immigration papers or case numbers — your attorney is the right place for those.
01 · The decision One sentence, ending in a question mark · “Should I…”

If it takes two sentences it is probably two decisions — pick the one with the nearest deadline.

02 · The clock

What date forces this, and who set it?

Date · who set it · what happens if it passes
03 · The options

What are you choosing between? Two or three, no more.

Option A · option B · option C
04 · What you know, and what you are assuming Where most sessions find the real problem
Seen myself Fact
Documents read · numbers checked
vs
Taking on trust Assumption
Someone told me · I read somewhere · I expect
05 · The numbers, if there are any Rough is fine · “I don’t know” is a real answer
Asking / at stake
Earnings / revenue
What you can put in
Heritage Platform Group, Inc. · Santa Clara, CA Continues overleaf · 1 of 2
Own Yourself Now
The Corner · worksheet · 2 of 2
Advice · timing
06 · Who has already told you something Up to three

An attorney, a CPA, a broker, the seller, a forum thread. Write what each told you — and whether they get paid if this goes ahead.

Who
What they told you · do they get paid if you go ahead?
07 · If you do nothing

Walking away is always an option, and the one people forget to price. What does it actually cost you?

08 · What would make this easy

Finish the sentence: “If I only knew ______, this would be obvious.” Most sessions turn out to be about this answer rather than box 01.

Times that work for you Two or three windows, with your time zone
Window 1
Window 2
Time zone
What happens when you send this back
01

We read it properly

A person, not a form. Usually the same day.

02

We name the real decision

Sometimes it is not the one in box 01, and we say so before the session.

03

Then we agree a time

Within one business day of receiving this.

Wrong room If this worksheet shows The Corner is not for you, we say so and refund in full — no processing fee deducted — before any time is held.
Send back to [email protected] The Corner · 2 of 2

Educational content only — not legal, tax, immigration or financial advice, and not brokerage. Every case turns on its own facts; your own attorney, CPA and licensed advisors make every real decision. Referrals go to an independent, disclosed network. © 2026 Heritage Platform Group, Inc. · ownyourselfnow.com