Clone of Wealth Factory Application

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UTM_Source

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Name* This field is required.

First Name

Last Name

3

Email* This field is required.

example@example.com

4

Phone Number* This field is required.

Please enter a valid phone number.

5

Which of the following best describes your current income sources? (Select all that apply)* This field is required.

W-2 / paycheck from an employer

I own a business

I earn income from real estate (rentals, flips, etc.)

I’m retired or between opportunities but managing assets

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What’s the biggest money challenge you’d like to solve first?* This field is required.

Taxes: I feel like I’m losing too much

Cash flow: not enough left each month

Debt: too much going out

Uncertainty: no clear plan

Time: working hard but not getting ahead

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How do you feel about your current income?* This field is required.

It’s comfortable, but I know I could be doing more

It’s steady, but I feel capped

It’s stressful, but inconsistent or not enough

I’m happy with it

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Roughly what do you take home per month after taxes?* This field is required.

$20,000+ per month

$10,000 - $20,000 per month

$5,000 - $10,000 per month

Under $5,000 per month

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If you had more control or cash flow, what would that allow you to do?* This field is required.

Spend more time with family

Create flexibility or travel

Invest and grow wealth

Retire earlier

Other

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Do you currently have any savings or liquid funds you could access if you wanted to make a financial move?* This field is required.

Yes, more than $10,000

Yes, between $5,000 - $10,000

Less than $5,000

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When you picture your business running exactly the way you want, what does that look like?* This field is required.

More profit, less chaos

More free time

Scalable systems

A successful exit or sale

Creating passive income

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Roughly how much is your business bringing in per year?* This field is required.

$1M+

$500K - $1M

$250K - $500K

$100K - $250K

Under $100K

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Do you currently have access to at least $5,000 in cash or liquid reserves (business or personal) to act on opportunities or reduce taxes?* This field is required.

Yes, $25,000+

Yes, between $10,000 - $25,000

Yes, between $5,000 - $10,000

Less than $5,000

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What’s the biggest friction point you’re dealing with right now?* This field is required.

Taxes — overpaying or disorganized

Cash flow — unpredictable

Time — stuck in operations

Growth — unsure how to scale

Strategy — unclear next move

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What would financial independence mean for you personally?* This field is required.

Freedom of time

Consistent passive income

Security and legacy

Choice — work because I want to

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Between all sources, what’s your average personal take-home per month?* This field is required.

$20,000+ per month

$10,000 - $20,000 per month

$5,000 - $10,000 per month

Under $5,000 per month

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Do you have at least $5,000 available to put toward optimizing or restructuring your finances?* This field is required.

Yes, $25,000+

Yes, between $10,000 - $25,000

Yes, between $5,000 - $10,000

Less than $5,000

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What’s your top financial priority right now?* This field is required.

Lower taxes

Improve cash flow

Build more passive income

Create clear financial structure

Reduce stress and complexity

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Qualified Status

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How soon are you looking to take action?* This field is required.

I’m ready now

Within 90 days

Just gathering info right now