Every business has a current position and a future vision. It starts with the free LEGACY Snapshot and a complimentary 30-minute Legacy Clarity Consultation, at no cost and no obligation. From there, if it's the right fit, a structured 60-minute Legacy Strategy Consultation, included in your Independent or Guided engagement, 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.
If you choose to move forward with Independent or Guided, your three strategic priorities and personalized 90-Day Legacy Action Plan follow your paid Legacy Strategy Consultation.
Every engagement starts the same way: the free LEGACY Snapshot and a complimentary Legacy Clarity Consultation. From there, choose the path that fits your business.
See Your Investment Options
Complete this quick form and your investment details for Independent and Guided will appear right below — no need to go anywhere else.
The starting point for every engagement: six honest questions, a short conversation, and a real picture of where your business stands today.
A quick two-step process at event.4dfs.net: share your contact information, then answer six honest questions. Your results shape the conversation, so honest answers produce the most valuable insights.
Schedule your free 30-minute Legacy Clarity Consultation. You'll receive a confirmation with everything you need to prepare.
We'll review your Snapshot, discuss your business, and clarify your vision. If it's the right fit, you'll choose Independent or Guided. This is a conversation, not a presentation.
Complete the applicable agreement for your chosen path, then move forward with payment.
Complete the full 24-question + 6-reflection Legacy Readiness Assessment, evaluating all six areas of your business in depth.
A 60-minute session: we clarify your desired outcome, review your full Assessment, use the Business Scorecard to identify any deeper financial, operational, or structural needs, then select up to three priorities together.
A one-page document for each pillar — Leadership & Ownership Chart, Financial Visibility Snapshot, Growth Roadmap, Accountability Map, Continuity Map, and Future Vision & Transition Map — prepared from your own answers and formatted in the 4DFS style.
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 chose Independent, you implement the plan on your own. If you chose Guided, your advisor walks alongside you throughout the same 90 days, with built-in check-ins along the way.
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.