Clone of Legacy Wealth Blueprint Application Form

1
Describe your current experience with personal finance, investing, and tax planning.* This field is required.
I’m a total beginner (I’ve never done anything beyond saving money)
I’ve got a retirement account or some savings, but I’m not really making it grow
I’ve made some smart moves (investments, side income, etc.), and I’m looking to scale and optimize
I have multiple income streams and I’m focused on protecting and maximizing my wealth
2
What is your current working situation?* This field is required.
Unemployed
Self-employed
Employed
Business owner or investor
Other
3
How long have you been thinking about taking control of your finances and building long-term wealth?* This field is required.
Years. I’ve wanted to get serious about my money, but didn’t know where to start.
A while. I’ve been reading books, watching YouTube, and trying to figure it out
Just recently. I didn’t realize how much I was leaving on the table until now
4
What’s your timeline for getting serious about your wealth strategy?* This field is required.
ASAP, I’ve already been looking for the right plan
In the next 1–3 months — I just need a proven system
3–12 months — I’m planning ahead but not ready yet
Unsure at this point.
5
How willing and able are you to invest in yourself to build a tax-efficient, wealth-building plan?* This field is required.
I have the financial resources and I’m ready to invest in myself
I can get access to the financial resources to invest & start if I have the right plan
I don’t have the financial resources to invest at this time
6
How much are you prepared to invest in your personal wealth-building and tax strategy education?* This field is required.
$0-$3,000
$3,000-7,000
$7,000-15,000
$15,000-30,000
$30,000+
7
How long have you known about Preston?* This field is required.
I’ve been following him for a long time and I’m super familiar with his content.
I heard of Preston a few months ago and have a decent idea of what he’s all about.
I’m fairly new to Preston and just started to explore the resources he shares.
I don’t know much about Preston yet, but I want to learn how to manage my and grow my money, and I came across him.
8
Full Name* This field is required.
First Name
Last Name
9
Email Address* This field is required.(This is where we send info for the next steps, please ensure accuracy)
example@example.com
10
Phone Number* This field is required.(This is how we reach you, please ensure accuracy)
Enter A VALID Phone Number
11
Lead Category
Should be Empty: