First Name
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Last Name
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Email
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City
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Tell me a bit about yourself and your current business or investment experience.
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Are you a medical professional building wealth outside your practice? A small business owner exploring development? A real estate investor ready to scale? Share where you are and what you’re focused on.
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What are the biggest challenges you’re facing right now? Whether it’s capital structure, deal flow, development, partnerships, or scaling—what’s holding you back?
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What was your total income from real estate and/or your business over the past 12 months? This gives me a clear sense of where you’re starting from so we can focus on the right strategies for your next level.
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What’s your next major income or portfolio goal—and why does it matter to you?
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What do you believe has kept you from achieving that goal so far? Be honest—whether it’s mindset, strategy, time, or experience, clarity starts here.
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How willing and able are you to invest in strategic mentorship to accelerate your growth?
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I only work with medical professionals, small business owners, and real estate investors who are fully committed to creating meaningful, lasting change. Is there anything else I should know as I review your application?
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