First Name

Last Name

Email *

Phone *

What is your household income? *

<$75,000

$75,000–$150,000

$150,000+

What are your top financial priorities?

Building passive income.

Paying off debt.

Legacy planning.

Managing cash flow.

Do you currently work with a financial planner or use a strategy like Infinite Banking?

Yes.

No.

Are you willing to invest in financial coaching or a membership program to achieve your goals?

Yes, I’m ready now.

I need more information.

How do you prefer to learn and implement financial strategies?

1-on-1 coaching.

Group coaching.

Self-paced resources.