WealthPlan™ by Ryan Leslie

WealthPlan™ - Get Your $$$ Right

Welcome to WealthPlan™, my financial literacy & wealth building club for new investors. Add your details below to get one year of monthly action items delivered via text. This is my direct cell so yes, you can respond or shoot a message to schedule a call.

First Name

Last Name

Phone Number

Location

How's your banking experience?

I have a Checking & Savings Account I only have a Checking Account I have multiple bank accounts I currently have (or have had) a Certificate of Deposit

Do you have a brokerage account?

I don't have a brokerage account I have a Charles Schwab brokerage account I have a Fidelity brokerage account I have an E*Trade® brokerage account Other

Which investing apps do you use?

I don't use any investing apps I use Acorns I use Robinhood I use Webull Other

Do you have at least $500 to invest in the market that you won't need for at least six months? Yes No

Which credit monitoring apps do you use?

I don't use a credit monitoring app I use CreditKarma I use Experian I use MyFico

Do you have a consistent income stream from employment, self-employment, or royalties/passive income? Yes No

Are you serious about retiring as a millionaire? Yes No

Gender

Birthday

Instagram username

LinkedIn username

Job title

Company

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