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 — and gives you a real picture of where you actually stand.

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 while they maximize the fourth.

Fitness

Your physical foundation. Exercise, nutrition, and rest aren't luxuries — they're the engine everything else runs on. Show up for your body and it shows up for the work.

Focus

Making time to quiet your mind. Reading, meditation, prayer, reflection — whatever centers you. Intentionality doesn't happen by accident. It happens in the stillness you protect.

Fraternity

The relationships that actually matter. Family, friends, colleagues, community. Most leaders tend to 150 contacts but neglect the 10 who would go to bat for them. Build those.

Finance

Wealth creation and career development. Not just making money — managing it with intention so it works in service of your goals, your family, and the legacy you're building.

Energy Audit

The ADA Assessment

Before you build a vision, get honest about your energy. Which activities drain you, which are neutral, and which ones light you up? This is your superpower map.

Awful

Drains you — tasks you dread

Decent

Neutral — gets done, that's it

Awesome

Lights you up — time flies

Know Your Drive

Your Core Values

Select the 3 values that genuinely energize you, inspire you, and reflect who you want to be. These become your compass — the filter for every decision that matters.

Select 3 values
Reliability
Consistency
Efficiency
Innovation
Creativity
Motivation
Optimism
Passion
Fitness
Perseverance
Service
Resilience
Discipline
Integrity
Courage
Gratitude
Curiosity
Loyalty
Growth
Leadership
Current State — 01 of 06

Where Are You Now?

Be ruthlessly honest. Describe where you actually are today in each pillar — not where you want to be, not where you used to be. You can't close a gap you haven't named.

Fitness — Your Physical Reality Right Now
Focus — Your Mental Reality Right Now
Fraternity — Your Relationships Right Now
Finance — Your Financial Reality Right Now
Your Vision — 02 of 06

Where Do You Want to Be?

In 12 months, what does your ideal state look like in each pillar? Write it in the present tense — as if it's already true. Don't edit yourself yet.

Fitness — What Your Ideal Physical State Looks Like
Focus — What Your Ideal Mental State Looks Like
Fraternity — What Your Ideal Relationships Look Like
Finance — What Your Ideal Financial State Looks Like
Honest Audit — 03 of 06

What's Working?

Give yourself credit where it's due. In each pillar, what's already moving in the right direction — habits, relationships, routines, or systems that are actually holding?

Fitness — What's Sticking
Focus — What's Sticking
Fraternity — What's Sticking
Finance — What's Sticking
Honest Audit — 04 of 06

What's Not Working?

Now the hard part. In each pillar — what's quietly holding you back? The stuff you've been hoping would fix itself. Name it clearly. This is the gap we're going to close.

Fitness — What's Breaking Down
Focus — What's Breaking Down
Fraternity — What's Breaking Down
Finance — What's Breaking Down
Vision Builder — 05 of 06

What Do You Want?

In each pillar, write your honest 12-month goal. Don't filter it — just write the first thing that comes to mind. This is your baseline. We'll stretch it next.

Fitness — 12-Month Goal
Focus — 12-Month Goal
Fraternity — 12-Month Goal
Finance — 12-Month Goal
Vision Builder — 06 of 06 · Part 1

Now Double It.

Stop thinking about HOW. That's not the question yet. Just ask yourself: what would it look like if each of these goals was 2× bigger? Most people shrink their vision to fit their current plan. The Vision Builder breaks that pattern. Your Adventurous goal lives here — the one that's exciting and a little uncomfortable.

Vision Builder — 06 of 06 · Part 2

Double It Again.

This is your Reach goal. The one that makes you genuinely uncomfortable — and is probably the closest thing to what you actually want. The research is consistent: people who aim at their Reach goal and break it into 90-day plans consistently surpass their original baseline. The limit was never the goal. It was the thinking.

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. Goals without a system are just wishes.

Daily — S.P.A. Weekly — HAF+ Monthly — MAP + Milestone Vision Builder is the destination Daily — S.P.A. Weekly — HAF+ Monthly — MAP + Milestone 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 regardless of what the calendar throws at you.

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 major roadblocks. This is where momentum is built or lost.

Monthly
MAP + Milestone

Mindset (personal & professional)  ·  Ability (skills, tools, support)  ·  Performance (execution & outcomes)
MAP is the rearview mirror. Milestones are the windshield. Each next step toward your Reach goal gets a due date — not a monthly slot. Because the gap between where you are and where you're going doesn't close on a calendar schedule.

Your Results Are Ready

Where Should We
Send Them?

We'll email you a copy so you always have it — including a personal import token if you ever join the program. No pitch, no spam. Just your F4 snapshot.

Your Contact Info

Your results go to you. David only receives them if you choose to send them on the next step.

Your F4 Vision Report

What Your Answers Reveal

Reading your F4 snapshot...
One Last Step

Send David Your Results

He reviews every submission before the call — so you skip the small talk and go straight to what matters. Your full F4 snapshot goes directly to his inbox.

Values
Fitness Reach
Focus Reach
Fraternity Reach
Finance Reach

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