Wealth Outside Wallstreet | Application

First Name *

Last Name *

Phone *

Email *

Why is achieving financial freedom within 10 years important to you right now, rather than following the traditional 40-year plan? *

Do you believe traditional retirement plans (like 401ks, IRAs) will lead to financial freedom? *

Yes

Not Sure

Why do you believe they won’t lead to financial freedom? *

What specifically are you unsure about when it comes to traditional retirement plans leading to financial freedom *

Given access to personalized financial strategies tailored to you and proven systems guided by experienced coaches, how confident are you in your ability to follow through and achieve your desired financial outcomes? *

All in: Fully committed and ready to give it my all

Confident: Committed but expect some challenges along the way

Hopeful: Committed, but I’ll need support and guidance

Unsure: I’m still evaluating if this is right for me

How much do you currently have saved in retirement accounts (e.g., 401ks, IRAs, pensions)? *

I don’t have any retirement savings

$5k - $25k

$25k - $50k

$50k - $100k

$100k - $250k

$250k+

How much liquid cash or readily accessible funds do you currently have available to invest? *

I don’t have any liquid cash

$1k - $5k

$5k - $10k

$10k - $25k

$25k - $50k

$50k+

Imagine you’re sitting in a coffee shop with Ryan Lee 12 months from now, reflecting on this decision. What would have to happen over the next year for you to feel like this was one of the best decisions you’ve ever made? *

What's the easiest way for my team to contact you? *

Give me a phone call

Text message is the easiest

Would love email