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MEMBERSHIP
APPLICATION

Financial Journey connects business owners and accredited investors to wealth by providing the framework, strategy, resources, and community to support and accelerate their journey to “work optional” in 3-5 years. Business owners learn how to prepare for sale, increase the value of their business, decrease their time in business, and maximize the sales price and terms.  Clients benefit through wealth multiplication, investment deals, tax savings, vision clarity, and a network of high-performing peers. As a result, clients quickly learn how to build their wealth business while enjoying the journey.

Dear Friend,

My goal is not to “sell” you on applying for Financial Journey.
Instead, I will simply tell you who it is for …and who it’s NOT for

This group IS for:

This group is NOT for:

And now
for more
brutal honesty:

THIS IS
EXPENSIVE

Plus, you’ll be required to implement what you learn… take ownership …and share your results. (To be read “you gotta work”.) What else? Hmm …oh yes, you’ll be asked to share what’s working in your wealth business with the rest of the group (just as your peers will be required to share their secrets with YOU).

To clarify, membership is a flat monthly fee, and the value greatly outweighs the cost for those that see the value.

Here’s How It Works

First, you’ll need to enter your REAL email address below. Then you’ll be taken to an application where I ask you all sorts of invasive questions about your business and wealth. OK – they’re not that invasive. I’m just really trying to weed out the “tire kickers” here.

Anyway, the application will come to my office and one of two things will happen. One, I’ll decide we’re not a good match and I’ll let you know politely. Or two, I’ll decide we MIGHT be a good match and we’ll schedule a call to see if we really are. Nobody will pressure you or hassle you. If you want in, great. If not, no problem. We’re cool either way.

I’m only looking for high-caliber people to join Financial Journey. Applications are reviewed on a first come, first-serve basis.

OK, Here's the
first step...

*Annual income greater than $200K if single, or income greater than $300K if married, or net worth greater than $1M (excluding primary residence).