Legacy Readiness Assessment | 4D Financial Solutions

◆ Legacy Readiness Assessment

How Ready Is Your Business
to Create Lasting Legacy?

Rate your business honestly across six key areas. Your responses will shape your advisory session.

Step 1 — Your Information

Before you begin the assessment, please share your contact information. This allows us to connect your results to your advisory session.

First Name *

Last Name *

Business Name *

Email Address *

Phone Number

◆ Why We Collect This

Your contact information is collected solely to connect your assessment results to your upcoming advisory session with 4D Financial Solutions LLC. Your information will not be sold or shared with any outside third parties. We use Formspree to process form submissions securely. No payment information is collected through this assessment.

✓ Information saved — your contact details have been sent to 4D Financial Solutions. Please continue below.

Step 2 — Your Assessment

This is not a test — there are no wrong answers. Rate each statement based on where your business is today, not where you want it to be. The most valuable sessions begin with the most honest assessments.

Not Yet

Beginning

Developing

Strong

Excellent

Leadership & Vision

Who are we and where are we going?

0 / 20

I have a clearly defined vision for my business that guides my decisions.

My business values are documented and reflected in how we operate daily.

I can clearly communicate where my business will be in 5–10 years.

My team understands and is aligned with the direction of the business.

◆ Reflection

What do you hope your business accomplishes beyond generating income?

Economic Foundation

Do we have the financial clarity to make confident decisions?

0 / 20

I review accurate financial statements (P&L, balance sheet, cash flow) at least monthly.

I have a clear picture of my business cash flow at any given time.

My financial records are organized, current, and readily accessible.

I make business decisions with reliable financial information — not estimates or guesses.

◆ Reflection

Where do you feel least confident about your financial foundation?

Growth Systems

Are our systems built to scale without depending on the owner?

0 / 20

My core business processes are documented and could be followed by someone other than me.

My business can operate consistently when I am not present.

I have systems and tools in place that support efficient, repeatable operations.

My business growth is intentional and planned — not just reactive to opportunity.

◆ Reflection

What would break in your business if you were unavailable for 30 days?

Accountability

Are we actually doing what we said we would do?

0 / 20

My business has clear goals with defined timelines and measurable outcomes.

Roles and responsibilities in my business are clearly defined and understood.

My team (or I) regularly reviews progress against our business goals.

When commitments are not met, we address it directly — not let it slide.

◆ Reflection

What goal has your business been working toward — but not yet achieving? What's getting in the way?

Continuity

Can this business survive and thrive beyond the owner?

0 / 20

My business has a documented plan for what happens if I am suddenly unable to work.

Key business knowledge, relationships, and processes are not dependent on me alone.

I have identified and begun developing future leaders within my business or family.

I have given thought to what a transition, sale, or succession would look like for my business.

◆ Reflection

If something happened to you today, what would happen to your business tomorrow?

Your Future

What future are you creating?

0 / 20

I have a clear picture of the legacy I want my business to leave behind.

My business is intentionally creating opportunities for my family, employees, or community.

I think about the long-term impact of my business decisions — not just the short-term results.

I am building a business that could create meaningful opportunities for future generations.

◆ Reflection

When people talk about your business twenty years from now, what do you hope they say?

Before You Submit

This assessment is provided by 4D Financial Solutions LLC for educational and informational purposes only. Your responses are used solely to prepare for your Legacy Strategy Consultation session. Completing this assessment does not create a client relationship, and the results do not constitute financial, legal, tax, or professional advice of any kind. The LEGACY Framework and all assessment content are the proprietary intellectual property of 4D Financial Solutions LLC.

I have read and understand the above. I agree to the and for this assessment.

Your results will guide your advisory session.

◆ Your Legacy Readiness Score

out of 120

Key Opportunities for Our Session

◆ Closing Reflection

"Based on everything you've reflected on today, what do you believe is the most important step you need to take to build the legacy you described?"

◆ Your Next Step

Ready to Build Your Legacy?

Your assessment is complete. The next step is a conversation. Book your complimentary 60-minute Legacy Strategy Consultation and let's discuss what your results mean for your business.

Book My Legacy Strategy Consultation ↗

60 Minutes ◆ One-Time Investment ◆ $497

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