Long-Term Mindset Membership Application

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Thank you for your interest in joining Long-Term Mindset, a community dedicated to helping you become the investor you were meant to be. This application helps us ensure you are a good fit for the community.

The application takes less than 3 minutes to complete. Your response will remain confidential.

Email *

Section 1: Personal Information / Background

Full Name: *

Location: *

North America

South America

Europe/Middle East

Asia

Other

Which of the following best describes your current stage in life? *

I'm early in my career and just starting to think about investing

I'm mid-career and looking to grow my wealth more strategically

I'm established in my career and focused on long-term wealth building

I'm an empty nester or nearing retirement, and want to protect and optimize my investments

I'm already retired and managing my portfolio for income and legacy

How much time can you realistically devote to investing? *

Less than one hour per month

1 - 4 hours per month

4+ hours per month

What's the size of your investment portfolio today? *

$0 to $10,000

$10,000 - $99,999

$100,000 - $499,999

$500,000+

Which types of investments are you interested in? (click all that apply)
*

Growth stocks

Income Stocks (Dividends, REITS, MLPs, etc)

Index Funds / ETFs

Alternatives (Options, Crypto, Real Estate, etc)

Something else

Other:

Required

Acknowledgment of Membership Fee
*

Our annual membership fee starts at $1,999 / year. Considering where you are in your investing journey, are you prepared to make this investment?

Yes

I'm not sure

Anything else you'd like us to know?

Privacy and Consent

By submitting this application, you acknowledge that your information will be used solely for the purpose of membership evaluation in accordance with our Privacy Policy

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