First Name *

Last Name *

Phone *

Email *

I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.

How did you find us? Were you referred to us by your Attorney, CPA, EA, Financial Advisor or someone else? Please let us know! *

What is your total income? (Business + W2 Job + Real Estate) *

Do you own a business or a long/short-term real estate rental? *

Yes

How can we provide assistance? Are you experiencing any discomfort with your current financial situation or processes? *

Why have you decided to seek out assistance for these issues? *

If there was one thing we could help you achieve in the next 6-12 months what would that be? *

How many businesses do you have? *

How many long-term real estate rentals do you have? *

How many short-term real estate rentals do you have (Ex. VRBO/AirBNB) *

Thank you for investing your valuable time in this application. We're excited about the possibility of working together to uncover new financial insights for your business.

By submitting this form, you're taking a crucial step towards potentially transforming your financial strategy. We're honored to be entrusted to help you.

Here's what happens next:

Our team will promptly review your information to ensure we're the ideal match for your unique needs.
If we determine we can provide substantial value, you'll be immediately directed to schedule a discovery session. In other cases, we will review your application for 1-3 business days, and send you an email. Please note that we offer only a limited number of these sessions each month, so prompt action is recommended after our reviews to secure your spot.
In the rare case that we feel our services may not align perfectly with your current requirements, we'll reach out and suggest alternative resources that might better support your goals.

Our commitment is to deliver value in every interaction, whether you become a client or not. This discovery session is a rare opportunity to gain insights that could significantly impact your bottom line.

It's important to understand that we intentionally limit the number of new clients we take on each year. This allows us to provide the highest level of personalized service and attention to each client we serve.

Are you ready to take this important step towards financial clarity and growth?

Click 'Submit' now to move forward. By doing so, you're not just applying for a discovery session, but potentially securing one of our limited client spots for the year. We're excited about the possibility of helping you achieve your financial objectives and unlock your business's full potential.