Every business has a current position and a future vision. It starts with a complimentary Legacy Readiness Assessment and a free 30-minute consultation — no cost, no obligation. From there, a structured 60-minute advisory session helps you understand where your business stands today, and what it will take to build intentionally from here.
This is not an accounting review. It is not a tax consultation. It is not legal advice.
It is a strategic business conversation — built around the six pillars of the LEGACY Framework™ and personalized to your business, your goals, and where you want to go.
There is no good, better, or best. There are simply three different ways to work with 4D Financial Solutions — all built on the same Legacy Readiness Assessment.
The starting point for every engagement — complete the assessment, talk it through, and leave with a real, honest picture of where your business stands.
Ideal for business owners who want expert guidance and a personalized roadmap they can implement independently.
Ideal for business owners who want ongoing accountability, strategic guidance, and support during the first 90 days of implementation.
Before your session, complete the complimentary Legacy Readiness Assessment at assessment.4dfs.net. Your results shape the entire consultation — so honest answers produce the most valuable insights.
Select the engagement that fits your needs — a free 30-minute consultation, or a 60-minute Legacy Strategy Consultation at $497 or $997. You'll receive a confirmation with everything you need to prepare.
We'll review your assessment, discuss your business, and clarify your vision. In the free session, you'll leave with your one-page Legacy Readiness Snapshot; in the $497/$997 sessions, we'll also identify the three strategic priorities that anchor your Action Plan. This is a conversation — not a presentation.
Within two business days, you'll receive a personalized roadmap prepared specifically for your business — built around your assessment results, your goals, and your three strategic priorities.
If you selected the Legacy Strategy Consultation, you implement the plan independently. If you selected the Legacy Strategy Experience, your advisor walks alongside you for the full 90 days.
The consultation should never feel like a sales presentation. Our objective is to equip business owners with clarity. You choose the level of support that best fits your needs. Our role is to educate, guide, and provide recommendations — not to pressure you into anything.
Every business has a current position and a future vision. Our role is to help you intentionally bridge the gap between the two.