Are you a business owner?
Yes
No
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Describe your business: (If yes)
Are you an Accredited Investor*?
Yes
No
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*Annual income greater than $200K if single, or income greater than $300K if married, or net worth greater than $1M (excluding primary residence).
How’s your passive cash-flow? (investment income)
Beginning (under $5K/month)
Modest ($5K-$20K/month)
Great ($20K-$100K/month)
Made it! ($100K+/month)
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What’s your desired monthly passive cash-flow?
What do you think you need most right now?
Analyze (better strategy)
Maximize (more income)
Systemize (scale faster)
Freedom (escape work)
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What do you hope to achieve as a result of our input and assistance in your financial journey?
Why are you a good fit for this program? (Please be specific and share what value you can bring to the group.)
First Name
Last Name
What is your email?
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