The LEGACY advisory journey starts with the free LEGACY Snapshot and a complimentary Legacy Clarity Consultation. From there, Independent or Guided is personalized to your business, your priorities, and where you're trying to go. Implementation Services are also available à la carte when appropriate.
Six honest questions that give you a real, quick look at where your business stands today. It's free, and it's the starting point for the LEGACY advisory journey.
Take the Snapshot →A complimentary 30-minute conversation to discuss your Snapshot results and determine whether Independent or Guided is the right next step.
Learn More →The full Legacy Readiness Assessment, a 60-minute Legacy Strategy Consultation, and a personalized 90-Day Legacy Action Plan — with or without built-in support along the way.
Learn More →A separate, optional 90-day advisory engagement, generally entered into after your initial Independent or Guided work: one 60-minute Quarterly Legacy Review, one concise Quarterly Priority Summary covering up to three priorities, and no automatic renewal. It is not a subscription.
Learn More →These Implementation Services are available à la carte when appropriate, and are also the deliverables most commonly built into a Legacy Action Plan.
Monthly Bookkeeping
Financial Systems Setup
Financial Review & Cleanup
Business Process and SOP Setup
4D Financial Solutions does not provide legal, tax, investment, or CPA assurance services.
Start with the free Snapshot. We'll recommend the path from there.