Application

Workshop On Tax Reduction

See if you qualify to work with the Team.

Nine quick screens. About two minutes.

One thing before you start.

Answer as accurately as you can. Your answers decide your next step, and the Team reads them to get ready for you. A close answer is better than a fast click.

01Only the Team sees your answers

02Ranges are fine … no exact numbers

03You see your next step right away

I’ll Answer Accurately

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About you

Which best describes you?

Pick the one that brings in most of your income.

AI own a business BI earn a W-2 salary CI invest in real estate DA mix of these

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Your money · 1 of 2

About how much does your household earn in a year?

Before taxes, from every source. Include your spouse if you file together.

AUnder $100K B$100K–$250K C$250K–$500K D$500K–$1M EOver $1M

Why we ask. This is how we match you to the level that can actually help. There’s no wrong answer here … only a wrong door.

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Your money · 2 of 2

About how much did you pay in taxes last year?

Federal and state together. Your federal number is the “total tax” line on your Form 1040.

AUnder $25K B$25K–$50K C$50K–$100K D$100K–$350K EOver $350K FI’m not sure

Not sure? Pick “I’m not sure.” That helps us more than a guess that’s way off.

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Your structure

How many businesses, LLCs, or rental properties do you own?

Count each one, including any your spouse owns.

ANone yet B1 C2 to 3 D4 or more

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Your plans

If we worked together, what would you fix first?

AProtect what I’ve builtBuild the fortress.BPay less in taxesKeep more of every dollar that comes into it.CPut my money to workGive those dollars a job.DTake care of my family’s futureMake sure it goes to the people and causes I care about.

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Your plans

If it’s a fit, when would you want to start?

Be honest … “just learning” is a fine answer.

AThis week BThis month CIn the next 90 days DI’m just learning for now

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Your plans

Who else would help make this decision?

AJust me BMe and my spouse or partner CMe and a business partner

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Your plans

In one sentence … what’s the one thing you want solved?

Optional. The Team reads it before they talk to you.

Your answer

Continue Skip this one

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Last step

Where should the Team reach you?

Use the email you registered with, if you can.

First name

Last name

Mobile number

See My Next Step

One moment

Reading your answers …

We’re matching what you told us against the four pillars.

PROTECT

PRESERVE

POSITION

PASS

Your next step

You qualify for a Private Wealth Review.

Pick a time to talk with the Team. It’s 30 minutes. We’ll read your answers first.

This month’s Consulting seats are full. Pick a time now and we’ll talk about next month’s opening.

Times show in your time zone. Your confirmation and Zoom link arrive by email.

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Your next step

Let’s talk it through on a Private Wealth Review.

Pick a time to talk with the Team. It’s 30 minutes. We’ll read your answers first, so the call starts where you are.

Times show in your time zone. Your confirmation and Zoom link arrive by email.

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Booked

You’re on the calendar.

A confirmation is on its way to your email, and the Team will read your answers before you talk.

01Check your email for the invite and the Zoom link

02Bring your spouse or partner if they help decide

03Have last year’s tax return handy if you can

Your next step

Pick a time for your Private Wealth Review.

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Open The Calendar

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