Select the path that aligns with your financial priorities. Clear frameworks for lasting security.
Get awarness around financial systems and your current financial situation
Newsletter
Free PDF workbook
Educational videos
Develop financial awareness, organization, and discipline through the ForgeStone Legacy system and the Seven Pillars framework.
Access to the Full ForgeStone Legacy Interactive Workbook & Updates
Monthly Maxwell B. Foxworth Financial Letter
Financial Awareness Articles and Educational Content
Access to Future ForgeStone Legacy Digital Resources
Priority Access to Future ForgeStone Legacy Calculator Suite Features
Transform financial awareness into a personalized financial roadmap.
The Strategy Session is designed for individuals who have completed the foundational work of understanding their finances and are ready to develop a clear plan of action.
ForgeStone Legacy Complete Financial Workbook
Debt Breakdown Worksheet
Financial Goals Worksheet
Income and Cash Flow Review
Seven Pillars Self-Assessment
Turn financial plans into measurable results through accountability, implementation, and structured guidance.
The Forge Membership is designed for individuals who have completed a Strategy Session and are committed to actively improving their financial position.
While the Strategy Session provides the roadmap, Forge provides ongoing access, accountability, and support as clients work through the Seven Pillars of ForgeStone Legacy.
Twelve (12) Private Strategy Sessions Per Year
Seven Pillars Progress Assessments
Goal Tracking and Accountability
Emergency Fund Progress Reviews
Debt Reduction Progress Reviews
Financial Organization Reviews
Roadmap Adjustments as Life Circumstances Change
Priority Access to Educational Resources and New Tools
Protect, preserve, and transfer wealth through intentional planning and long-term financial stewardship.
The Legacy phase is designed for individuals and families who have established a strong financial foundation and are ready to focus on wealth preservation, liquidity, family protection, and multi-generational planning.
This is where the principles taught throughout the Seven Pillars begin to come together into a comprehensive legacy strategy.
Wealth Preservation
Family Protection
Estate Planning Considerations
Long-Term Liquidity Planning
Multi-Generational Wealth Transfer
Family Banking Concepts
Business Succession Considerations
Charitable and Legacy Giving Strategies