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Pre-Consultation Review

Know your position.
Plan your next move.

A complete three-bureau report is required before meaningful analysis can begin.

Financial Strategy & Credit Assessment

Please provide complete and accurate information for confidential review by the appropriate practice.

01

Client Information

02

Obtain Your Three-Bureau Report

IdentityIQ Affiliate DisclosureUse the link below to obtain the required three-bureau report. ID Legacy Enterprise may receive compensation if you enroll through this affiliate link.
Open IdentityIQ
03

Upload & Goals

Credential SecurityDo not submit your IdentityIQ password or Social Security number through this form. When secure portal access is required, the firm will provide separate encrypted instructions. A complete uploaded PDF is preferred.
04

Client Confirmations

Submission does not guarantee approval, funding, deletion, settlement, legal representation, or any specific outcome.

Information is reviewed confidentially for engagement assessment. Submission does not create an attorney-client, accountant-client, investment-advisory, or other licensed professional relationship.
The Legacy Method™

A disciplined framework for lasting outcomes.

Every engagement is guided through five connected stages—clarity, structure, readiness, execution, and stewardship—so immediate decisions support long-term financial, business, and generational objectives.

01

Clarify

Define the current position, priorities, constraints, and desired outcome.

02

Structure

Organize the right entity, documentation, governance, and operating foundation.

03

Prepare

Strengthen readiness across credit, capital, compliance, tax, and records.

04

Execute

Coordinate the selected strategy with disciplined milestones and accountability.

05

Preserve

Protect gains, improve resilience, and align today’s work with an enduring legacy.