Congratulations! Let's Get To Work.

You will need to answer all this information with extremely careful consideration. The purpose of this Onboarding & Intake Form is to collect as much information as possible PRIOR to our Onboarding Call so that the team can actually start formally building a hyper-personalized plan for you to review swiftly.

We can only support you exceptionally well if you carefully consider your responses and provide ACCURATE information for all of the following questions. If you are unsure of an exact specific amount in any of your replies, please use the most accurate value you have immediately available so that we do not delay the onboarding process.

First Name: *

Last Name: *

Cell Phone: *

Email *

What Industry Do You Work In? (Example: Healthcare; Tech; Professional Athlete; Legal Services; Real Estate; Youtuber; Etc) *

How Do You File / What Is Your Filing Status? *

Single

Married Filing Jointly

Married Filing Single

Is Your Spouse (If Applicable) Employed Or Self-Employed Or Non-Employed? *

Employed

Self-Employed

Non-Employed

No Spouse

What Is Your Total Estimated 2025 W2 Income For Both You And Your Spouse (If You Have A Spouse And Your Are Married Filing Jointly, Please Include BOTH Of Your Incomes In This Reported Value) *

What Is Your Total Estimated RSU (Restricted Stock Units) Income For Both You And Your Spouse (If You Have A Spouse And Your Are Married Filing Jointly, Please Include BOTH Of Your Incomes In This Reported Value) (copy) *

What Is Your Total Estimated 2025 1099 Income For Both You And Your Spouse (If You Have A Spouse And Your Are Married Filing Jointly, Please Include BOTH Of Your Incomes In This Reported Value)? *

What Is Your Total Estimated 2025 BUSINESS Income (Your Net Profit Or "Take-Home" Amount) For Both You And Your Spouse (If You Have A Spouse And Your Are Married Filing Jointly, Please Include BOTH Of Your Incomes In This Reported Value)? *

What Is Your ANTICIPATED 2026 Household Income Across All Sources (How Much Do You Believe Your Household Will Make in 2026?)? *

Summary Of Your Situation: Anything else you believe we should know? If there’s any set of circumstances or background you’d like us to know about you prior to the Onboarding Call, please share that in detail here:

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