Apply to Wealthplan™

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WealthPlan™ - Get Your $$$ Right

Thank you for your interest in WealthPlan™, my financial literacy & wealth building club for investors in their 20's and 30's. To be eligible for membership, you must be a US Citizen, permanent resident or holder of an F-1, H-1B, K-1, L-1, E-2, or E-3 visa. You'll receive a $100 cash offer for applying.

First Name

Last Name

Phone Number

Location

Are you a U.S. Citizen, permanent resident or visa holder (F-1, H-1B, K-1, L-1, E-2, or E-3)? Yes No

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

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

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

Our membership fee is $99.99 per year for individual investors and $499.99 per year for investors interested in small business or entrepreneurial strategy OK cool

Though you may cancel at any time, there are no refunds for the current year once joined. There is no charge to apply and you still get a $100 offer from Ryan Leslie and Charles Schwab just for applying. Got it

Birthday

Instagram username

LinkedIn username

Job title

Company

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