Abundance Circle Application

1
Name* This field is required.
First Name
Last Name
2
Email* This field is required.
example@example.com
3
What does Financial Freedom mean to you?* This field is required.
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4
Where are you in your financial journey?* This field is required.
Working to get out of debt so I can start saving
I have some savings, but I'm not sure what to do with it
I am investing, but looking to create more passive income
I have a good savings rate and a lot of investments, but want to lower my tax bill
I am in a good place on paper, but feel like something is missing and I want to learn what
Other
5
What is missing from your financial foundation that you want to work on?* This field is required.You can choose multiple answers, but focus on the ones that mean the most to you.
Saving & budgeting
Getting out of debt
Understanding how much money is coming in, how much money is going out, and how my net wealth is growing
Managing my own brokerage account
Knowing which retirement account(s) to invest in
Understanding how to structure my business(es) to protect myself and save on taxes
Understanding real estate investing
Being able to do my own taxes
Understanding my best tax strategies
Understanding how to calculate my financial freedom number
Understanding crypto
Determining whether I can quit my job
Making a plan that helps me create more passive income so I can quit my job
Other
6
Which best describes your portfolio?* This field is required.
I have some savings, but no investments
I have a retirement account and/or a college savings account, but no other investments
I have some rental properties and a retirement account and/or college savings account, but no other investments
I have a retirement account, and a brokerage account, and no rental properties
I have a retirement account, a brokerage account, and one or more rental properties
Other
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What is your biggest priority right now when it comes to your finances?* This field is required.(This can be a concrete goal, a learning concept, or an action like: "figure out how to solve [THIS] problem".)
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8
What are you most hoping to get out of The Abundance Circle?* This field is required.
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Large
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Ok
9
In order for me to attend group calls, they would have to occurSelect the one that best suits your schedule.
In the morning on a weekday
In the afternoon on a weekday
At lunch on a weekday
In the evening
During the weekend
My schedule is neither flexible nor predictable enough to accommodate any of these.
With the right amount of planning, I could probably accommodate any of these.
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