LEGACY Snapshot | 4D Financial Solutions

Step 1 of 2 — About You

Your Information

First Name *

Last Name *

Business Name *

Email Address *

Phone Number *

Year Business Started (Optional)

Number of Employees (Optional)

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Step 2 of 2 — Your LEGACY Snapshot

Your Snapshot

1 Not Yet · 2 Beginning · 3 Developing · 4 Strong · 5 Excellent

LIf I were unavailable, someone else is prepared and authorized to make key business decisions.

EMy financial records are organized and current, and I clearly understand my business's financial position.

GMy business can grow without creating confusion, instability, or greater dependence on me.

ARoles and responsibilities are clearly understood.

CIf I were unavailable for 30 days, my business could continue its essential operations using documented information and processes.

YI have a clear plan for what I want my business to become and how it will benefit the next generation.

Anything else you'd like us to know? (Optional)

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Please rate all six statements before continuing.

Your Quick Legacy Score

Six Questions. One Honest Look.

Here's Where You Stand