Step 1 of 2: Basic Information

Start Your Application for The Transcend30 Experience™

You’re taking the first step toward building a personalized wealth system.

To move forward, complete this initial step, then continue to the full application for review and approval.

We are currently accepting a limited number of individuals to work directly with Troy West, creator of the Money Maximizer Method.

Let’s begin with the basics:

First Name *

Last Name *

Email *

Phone *

Confirmation *

I confirm I am a US citizen or resident

Step 2 of 2: Complete Your Application and Alignment Fit

Please note that completing this application may take approximately 15–20 minutes. Once you begin, it must be completed in one session, as it cannot be saved midway

A link to the application will be sent to your email in any case, so you may choose to complete it later when you have sufficient time

The Transcend30 Experience™ Alignment

You are on your way to building your wealth system.

Because this experience is designed to be collaborative and a system we help you with long-term, it is important we have alignment going in.

This process is designed to confirm the proper fit and set expectations before we commit time and resources on both sides.

We only move forward with individuals, families, and business owners who are:

• serious about execution

• want restructuring to how their money operates

• and are committed to creating real results which requires 2–3-hour commitment each week

Expectations

This is not a passive process.

If approved, you’ll be expected to:

• show up prepared

• complete work between sessions

• provide accurate and transparent information

• review materials and tools provided

• and actively participate in implementation

Decision-Maker Requirement

If there is a spouse, partner, or business decision-maker involved, they must at minimum be present on the calls. This ensures we are always with 100% clarity and to ensure there is no duplication of time or communication gaps. They must also complete this onboarding before your initial session.

This ensures:

• full alignment

• better decisions

• and the best possible outcome from this process

Not a Fit

This is not a fit if you are:

• looking for general information without execution

• unwilling to make changes to how your finances are currently structured

• or not in a position to follow through on what is built

• have a spouse or business partner that is not willing to participate in our wealth building process

Commitment to Results

This is a mutual time and focus investment.

The results you experience are directly tied to how both sides show up.

When you bring your best and we bring ours, this is where the strongest outcomes are created.

To move forward, this means:

• you show up prepared, focused, and ready to execute

• you complete the week-to-week work required on your end

• you review the videos, tools, and materials provided

• you provide full transparency and accurate information

• you ensure all decision-makers are present when needed

• you stay engaged and communicate throughout the process

• you approach this as a collaborative, long-term value-building process

Confirmation *

I am ready to execute for real results and agree to the expectations above

SECTION 2 — OBJECTIVES & OUTCOMES

What are your top financial objectives right now? *

WHAT do you want to accomplish in the next 30 days and WHY is it important for you at this time?

If nothing changes over the next 1–2 years, what do you feel that will cost you in dollars, emotionally, in time, or dynamics with your family or work? *

On a Scale of 1–10, how committed are you to implementing your wealth system if it does what you believe it can do? *

On a scale of 1–10, how would you rate your financial position compared to where you want to be (1 being the lowest and 10 being the highest)? *

SECTION 3 — CURRENT CHALLENGES & PATTERNS

What have been your biggest challenges in reaching your financial objectives? *

What are the biggest internal challenges you or you face when it comes to money? (check all marks that apply) *

Have challenges to know how to save and invest money each month

Similar patterns of negative financial behaviors passed down by family members

Lack financial literacy to make effective financial decisions

Have impulse buying or spend more than I know I should (or spouse)

Feel overwhelmed with what to do

Feel stressed that it seems we should be doing much better

Feel stressed that life seems to put us in difficult financial situations

Lack of self-discipline, procrastination, or motivation with money

Confidence that I can do well or that I deserve to do well financially

SECTION 4 — FINANCIAL POSITION & RESOURCES

Approximate household monthly net income (after taxes) *

Approximate monthly expenses (range) *

What are your current debt amounts for the following and approximate monthly

payments?

Mortgage Balance *

Mortgage Payment *

Credit Card Balance *

Credit Card Payment *

Student Loan Balance *

Student Loan Payment *

Personal Loan Balance *

Personal Loan Payment *

What amount of the following types of assets do you own?

Checking and savings *

Brokerage account / Individual account mutual funds *

Retirement Accounts (401k, IRA, Roth, etc.) *

Home Value *

Real Estate *

Cash Value Insurance *

Other

SECTION 6 — COLLABORATION & WORKING STYLE

What does a successful collaboration look like to you? (For example: communication style, level of directness, structure, accountability, etc.) *

What is important, you think we should know how to best work with you? *

SECTION 7 — FINAL ALIGNMENT & SELECTION

Why should we choose you to be one of the select participants? *