Start Today

To ensure your success and our ability to assist with your goals, we have some qualifications all of our potential clients must meet in order to work with us. This form will take a minute of your time.

First name

Last name

Phone

What are you looking for?

Call, Email, Text?

I prefer you to contact me by phone

I prefer emails

I prefer text messages

Anything works

Tell us about your net worth

This information is voluntary and not required, however it is very helpful in determining how we can best direct your inquiry and how to put you on the road to passive income. What is my net worth? Cash + Assets + Business Value + Home Equity (minus) Debts.

Are you an Accredited Investor?

Yes

This is an investor that typically has either:

A - Earned income that exceeded $200k (or $300k together with a spouse or spousal equivalent) in each of the prior two years, and reasonably expects the same for the current year or

B - Has a net worth over $1 million, either alone or together with a spouse or spousal equivalent (excluding the value of the person's primary residence).