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Lifestyle Investor Mastermind

Name*
First Last
Email*
Phone*
Home address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
How did you hear about Lifestyle Investor Mastermind?*
Tell me about yourself*
What do you do for a living?*
If Lifestyle Investor Mastermind teaches you everything we know about investing and helps you achieve your financial goals, what needs to happen 1-3 years from now for you to feel satisfied with your progress?*
Describe your past experience with money and investing?*
Are you either an accredited investor or qualified purchaser?*
How much do you invest each year?*
What is your annual income?*
What is your net worth?*
Approximately how much do you pay in taxes each year? Do you have a target amount you want to reduce your taxes by using tax strategies available to the Lifestyle Investor Mastermind?*
How much do you currently have in all of your investments broken down by asset class (stocks, bonds, cash equivalents, real estate, private equity, etc.)?*
How much capital do you have available to invest now?*
Hidden
Assuming you are accepted into the Lifestyle Investor Mastermind and are given investment opportunities that provide cash flow, passive income, and other benefits, what do you believe is the maximum amount you could find or access to invest?*
What are the specific topics you would like to learn and have help with?*
Why haven’t you achieved these goals/dreams yet?*
What type of community of people are you looking to find by applying for the Lifestyle Investor Mastermind?*
Are there some business or investment opportunities you wish you could take advantage of but can’t for some reason? If so what are they?*
What unique abilities and strengths are you coming to the table with? (We want to work with individuals that he can plug into his network who have unique or special skills and abilities)*

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