Abigail case study: just under $100,000 in first-year ROI

This is one client's story, from one recorded interview between Preston and Abigail. Everything below comes from what she said on that call.

Who Abigail is and where she started

Abigail worked in oil and gas. She left in the summer of 2023. There was a clean chance to exit, her kids were about to reach school age, and she wanted to homeschool them. She has three kids at home.

She has an engineering background. She runs the numbers for her own family and for her parents, and calls herself the CFO of the family.

Her husband is a high W-2 earner. At 12:39 she says the household was on track to pay $37,000 to $38,000 in tax withholdings for the year.

After she stopped working, she looked for income that did not need a commute. She tried MLMs, which were not a fit. Then she got into crypto trading and Bitcoin, and that stuck. When she did the math on a good crypto year, she saw how much of it would go to taxes. She typed "tax strategy" into Instagram search and Preston came up. She joined the Legacy Wealth Blueprint in March, two or three weeks after she first found him.

She had already done the safe things. She cut the budget and got monthly savings back to where they were when both of them worked. She tracked net worth, not just spending. She even learned to cut the family's hair, which she says saves one to two thousand dollars a year. None of it moved the needle.

What Abigail did

1. She finished the modules in the first month

Then she asked where to start putting it to work.

2. She set up her entities and redid her estate plan

She calls entity creation the launch pad and the most valuable part of the whole program. About eight years earlier she had done estate planning and ended up with an unfunded trust she did not know what to do with. She compares it to being handed keys with no address. She started over and set it up properly, using the program's referrals for the LLCs and the estate work. She shopped around to check the rates, and says the referrals still won.

3. She met with a coach every week

She works with a coach named Brandon every week. She says the value is asking a question she thinks is silly and getting an answer from a person who has actually done it, not from a search engine.

4. She took her plan one step at a time

Preston's team writes a custom plan for each client. Hers was three or four pages, and at first she could not take it all in. She was looking up terms in a dictionary. So she went back to step one, which said: find a property. She got on Zillow. Once she had a property, her realtor told her the next step. Then her coach told her the step after that. She still rereads the plan about once a week.

5. She sorted every transaction

In her budget app, Copilot, she tags every transaction and asks one question: is this business or not business? Then she asks whether any part of it could be.

6. She went under contract on her first property

Her answer to the tax bill was to become a property owner. At 12:53 she says she is under contract on her first property.

She now runs the plan for her parents, who are both planning to retire, and she is building it for her kids. She says that is why the word legacy in the name fits.

The numbers

Every number here was said on the call. The time shows where it comes up in the interview.

ROI means return on investment. In her words, "I'm coming in at just under a hundred thousand dollars ROI for just this year." That is her own calculation for the year, not money already in hand. She ran it, doubted it, and ran it again. She expects depreciation to carry into next year. She also plans to put more family members on payroll and to put more into tax-deferred accounts as both employer and employee.

She does not name the property price, the depreciation amount or her husband's salary on the call, so none of those appear here. For the strategy behind her plan, see Abigail's wealth plan.

In Abigail's words

These are her words from the interview. Only filler sounds and repeated words were removed.

"I have really more of the attitude that I really can't let another dollar go by that's not working for me."

"a high yield savings account, the 4% at some point 5%, wasn't going to get me to freedom. That was just keeping me from drowning"

"don't be afraid to be the person in the room who knows the least"

What to take from this

This is one client's result, not an average and not a promise. Abigail has an engineering background, a husband with a high W-2 income, and time to run the plan herself because she works from home. The ROI she names is her own forecast for one year. Change the income, the state, the property or the timeline and the numbers change.

The useful part is how she got moving. She did not wait until she understood the whole plan. She did step one, then asked for the next one. She also decided early that mistakes were part of it, and says most of them can be fixed. Nothing here is tax, legal or investment advice, so review your own situation with a qualified professional. More client results are on the reviews and client results page.