We’ve developed a personalized strategy creation process designed to maximize efficiency from the moment we connect.
Once you complete the client application form below, a cashflow engineer will contact you to schedule your initial call. During this call, we’ll review your responses and gather any additional information needed to craft a tailored strategy for you and your family.
If both parties agree to proceed, we’ll schedule a one-hour strategy presentation to discuss the plan in detail.
Please take 5-10 minutes to answer the questions below so we can create a customized strategy to help you build, protect, and grow your wealth immediately.
Please note that we can only help United States permanent residents and citizens.
Please note that if your gross income is less than six figures per year or you are in very poor health, you may not qualify to take full advantage of our strategies. There are exceptions to the minimum income requirement if you have substantial liquid funds available.
Please note that you will need a minimum of $25,000 annually to contribute to this strategy.
Family Information
Details matter in your life and in your Wealth Strategy so let's get clear on where we are starting and where we are going.
Current Financial Picture
If we are clear about where you are today, we can bring a clear solution to the meeting so you can see exactly how your personalized strategy will be able to change the game of money for you, forever.
The questions below will give us an idea of both your current balances as well as what is and is not working in your current financial strategy.
NOTE: The numbers do not need to be exact or to the penny, just rough estimates will do. The fields are also totally optional if you would rather discuss these numbers on the call with us. The more specific you can be, the more specific solutions we can discuss on our strategy call.
Financial Strategy Assessment
These questions are meant to help you and us get away from the numbers for a second and really answer the question of "Is your current strategy working?