Application

Dynasty Club Application

Personal Information

First Name Last Name Email Address Phone Number City, State Birthday (Month and Day)

How did you hear about The Dynasty Club?

Referral: Instagram LinkedIn Event Website Other:

Section 1: Your Why

What brings you to Dynasty Club? (Select all that apply)

Build generational wealth / Investment Opportunities Feel less alone in decision-making Gain access to trusted advisors Align my life and finances with my values Clarify my next move Other: In your own words, how do you define legacy?

Section 2: Financial Snapshot

What stage are you currently in?

Just starting to build wealth Growing, but feeling stretched or unclear Protecting and scaling what I’ve built Managing generational assets Other:

Where would you like more support right now? (Pick top 3)

Investing Tax strategy Estate planning Real estate Business structure Budgeting & debt Other:

Section 3: Family + Future

Who are you building wealth for? (Select all that apply)

Myself My partner or spouse My children Future generations Community or cause

Do you have a plan in place to pass on wealth and values?

Yes In progress No Not sure

Final Question

What’s one thing you hope Dynasty helps you unlock this year?

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