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FAQ’s

1. What exactly do your consulting services include?

My consulting services provide strategic guidance, documentation, and implementation support for business owners who want to organize, structure, or optimize their companies.
This may include:

  • Entity setup support (C-Corp, nonprofit, REIT, trust, etc.)
  • Cashflow system design
  • SOPs and internal process design
  • Digital product and IP structuring
  • Business operations planning
  • Educational walkthroughs and advisory sessions

All services are educational and advisory in nature and do not replace legal, tax, or financial advice.

2. What do clients not receive?

Clients do not receive:

  • Tax filings or legal filings performed on their behalf
  • Financial, tax, or investment advice
  • Guaranteed financial outcomes
  • Accounting or attorney services
  • Brokerage, credit repair, or funding guarantees

All guidance is strategic education, and clients are encouraged to consult licensed professionals when needed.

3. How long does it take to complete the process?

Timelines depend on:

  • The service package purchased
  • How fast the client completes onboarding questionnaires
  • State processing times (for entity formation)
  • How quickly documents are reviewed or approved

Most clients see their initial deliverables within 7–14 business days, and ongoing advisory sessions occur according to the package purchased.

4. Do you form companies for clients?

Yes — depending on the package.
For entity-based services, I help:

  • Prepare formation details
  • Submit filings to the appropriate state (when applicable)
  • Assist with EIN acquisition
  • Provide governance templates and compliance documents

Clients remain responsible for reviewing all filings for accuracy.

5. Can I remain anonymous or use an alias?

Yes.
Your public-facing brand can remain anonymous.
Your legal filings, however, must include your real information, unless the state allows privacy protections (e.g., Wyoming).

Advisory sessions can be conducted under your online moniker.

6. Will you guarantee funding, credit, or cashflow?

No.
I do not guarantee:

  • Funding approval
  • Credit outcomes
  • Revenue performance
  • Stripe loan offers
  • Bank approvals

What I do provide is the education, structure, and documentation needed to set up compliant systems that lenders typically evaluate.

7. Is this legal and compliant?

Yes — everything taught is built from published IRS guidelines, state corporation statutes, and standard business practices.
I do not sell tax strategies, investment products, or financial instruments.

All recommendations follow:

  • Arm’s-length standards
  • Corporate governance norms
  • Public IRS documentation
  • Best-practice entity structuring

Clients are responsible for discussing their structure with licensed CPAs or attorneys.

8. What happens after I purchase?

You will immediately receive:

  • A welcome email
  • Onboarding instructions
  • Intake questionnaire
  • Document upload hub
  • Scheduling link (if your package includes sessions)

Once your onboarding is complete, your project timeline begins.

9. Do you offer refunds?

All consulting sales are final, because:

  • Digital materials are delivered instantly
  • Strategic advisory time cannot be “returned”
  • Templates, IP, and frameworks are accessible immediately

If there is anything unclear about your purchase, I encourage all clients to ask questions before checkout.

(← This aligns perfectly with Stripe’s preferred refund policy wording.)

10. Do I keep ownership of my business, documents, or IP?

Yes.
You retain full ownership of:

  • Your businesses
  • Your filings
  • Your operating agreements
  • Your intellectual property
  • Any templates we customize for you

Nothing in the consulting process transfers ownership of your assets.

11. How secure is my information?

Your data is protected with:

  • Encrypted intake portals
  • Non-public project workspaces
  • Strict confidentiality protocols
  • No third-party data sharing

You may also request a mutual NDA before onboarding.

12. What if I need additional help after the project ends?

I offer:

  • Retainer consulting
  • One-off strategy calls
  • The Legacy Lab™ membership (weekly Q&A)
  • Document upgrades or additional templates

You can continue working with me at any time.

13. What kind of results do most clients get?

Clients typically walk away with:

  • A structured business system
  • Properly organized entities
  • Clear cashflow pathways
  • Governance templates
  • Implementation clarity
  • A customized strategy roadmap

Results vary based on the client’s effort and follow-through.

No financial outcomes are promised.

14. Why is the Legacy Architecture™ system different?

It focuses on:

  • Clean corporate governance
  • Cashflow clarity
  • Compliance documentation
  • Operational structure
  • Long-term continuity
  • Real-world business systems, not hype or loopholes

It provides a blueprint for legitimate corporate architecture, optimized for long-term use.

15. Do you offer payment plans?

For select services, yes.
Payment plans may be available through:

  • Stripe checkout options
  • Partial deposits
  • Multi-stage invoicing

Plans vary by product.