We’ve developed a personalized strategy creation process designed to maximize efficiency from the moment we connect.

Once you complete the client application form below, a cashflow engineer will contact you to schedule your initial call. During this call, we’ll review your responses and gather any additional information needed to craft a tailored strategy for you and your family.

If both parties agree to proceed, we’ll schedule a one-hour strategy presentation to discuss the plan in detail.

Please take 5-10 minutes to answer the questions below so we can create a customized strategy to help you build, protect, and grow your wealth immediately.

Please note that we can only help United States permanent residents and citizens.

Please note that if your gross income is less than six figures per year or you are in very poor health, you may not qualify to take full advantage of our strategies. There are exceptions to the minimum income requirement if you have substantial liquid funds available.

Please note that you will need a minimum of $25,000 annually to contribute to this strategy.