Free Assessment

The Work
Behind
Balance

Most CEOs are crushing it in one area of life while quietly unraveling in the others. This 10-minute experience changes that.

10 minutes  ·  No fluff  ·  Real clarity

The Foundation

The F4 Framework

True fulfillment comes from four pillars working together — not just one. Most high achievers are unknowingly neglecting three.

Fitness

Taking care of your body through exercise, nutrition, and rest so you have the energy and stamina to show up strong every day.

Focus

Making time to quiet your mind and connect with what matters — through reading, meditation, reflection, or prayer.

Fraternity

Building and nurturing the relationships that matter most — family, friends, colleagues, and community — with intention, not chance.

Finance

Building financial health through wealth creation and career development so your money works in service of your goals and freedom.

Energy Audit

The ADA Assessment

Before we build your vision, get honest about where your energy goes. List 3 things in each column — this feeds everything that follows.

Awful

Drains your energy

Decent

Neutral on energy

Awesome

Lights you up

Know Your Drive

Your Core Values

Select the 3 values that genuinely energize you, inspire you, and reflect who you want to be. Your values are your compass.

Select 3 values
Healthy
Strong
Active
Brave
Calm
Curious
Grateful
Focused
Kind
Loyal
Caring
Fair
Honest
Reliable
Hard-Working
Creative
Disciplined
Positive
Helpful
Determined
Vision Builder — 01 of 03

Where Are You Now?

Be honest about your current state across all four pillars — then paint a clear picture of where you want to be.

Now — Current State Next — Where I Want to Be
Fitness
Focus
Fraternity
Finance
Vision Builder — 02 of 03

What's Working?

An honest audit across each pillar. What's already moving in the right direction — and what's quietly holding you back?

What's Working What's Not Working
Fitness
Focus
Fraternity
Finance
Vision Builder — 03 of 03

Set Your Goals

Three tiers. Grounded is realistic. Adventurous doubles it. Reach doubles that again — and stretches you beyond what seems possible.

Fitness
Grounded
Adventurous
Reach
Focus
Grounded
Adventurous
Reach
Fraternity
Grounded
Adventurous
Reach
Finance
Grounded
Adventurous
Reach
The Operating System

How the System Works

Your Vision Builder sets the destination. This is the cadence that gets you there — every day, every week, every month.

Daily — S.P.A. Weekly — HAF+ Monthly — MAP + Action Plan Vision Builder is the destination Daily — S.P.A. Weekly — HAF+ Monthly — MAP + Action Plan Vision Builder is the destination
Daily
Daily S.P.A.

State — "I am grateful for..."  ·  Purpose — "My purpose is..."  ·  Action — "Today, no matter what, I will..."
Three sentences before the day starts. Your daily anchor that keeps you grounded and on mission.

Weekly
Weekly HAF+

Hurdles — What slowed you down?  ·  Ahas — What did you learn?  ·  Fixes — What did you do about it?
Set specific F4 goals for the week ahead. Weekly course correction before small issues become big roadblocks.

Monthly
MAP + Action Plan

Mindset (personal & professional)  ·  Ability (teams, tools, training)  ·  Performance
MAP looks back. Action Plan looks forward. The rearview mirror informs the windshield — every 30 days.

You've done the work

Now Let's Build It Together

Values
Fitness
Focus
Fraternity
Finance

One last step — send this to David before you book. He reviews every submission before the call so you hit the ground running.

No pitch  ·  No pressure  ·  David reviews this before you speak