Abigail Case Study: Just Under $100,000 in First-Year ROI with the Legacy Wealth Blueprint (Student Result)

Abigail Case Study: Just Under $100,000 in First-Year ROI with the Legacy Wealth Blueprint (Student Result)

This case study comes from one interview between Preston and Abigail. Everything below is drawn from what she said on that call.

Who Abigail Is and Where She Started

Abigail worked in oil and gas. She left the job 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, and she says it. She runs the numbers for her own family and for her parents. She calls herself the CFO of the family.

After she stopped working she looked for income that did not require a commute. She tried MLMs and found they were not the right fit. Then she got into crypto trading and Bitcoin, and that stuck.

That is where the tax problem showed up. She started doing the math on what a good year in crypto would look like, and how much of it would leave. 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.

Her attitude going in, at 3:00:

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

She had already done the safe things. She optimized the budget. She got monthly savings back to the level it was at when both she and her husband worked. She tracked net worth, not just spending. She even learned to cut her kids' and husband's hair, which she says saves one to two thousand dollars a year.

None of it moved the needle. At 5:49:

"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"

What She Did in the Program, Step by Step

1. She finished the modules fast

She says she finished the courses within the first month, then asked where to start implementing.

2. She set up the entities

She calls entity creation the launch pad and the most valuable part of the whole experience. She had done estate planning about eight years earlier and ended up with an unfunded irrevocable 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.

She used the program's referrals for the LLC setup and the estate planning. She also shopped around on her own to check the rates, and says the referrals still won.

3. She got on weekly coaching calls

She works with a coach named Brandon every week. She says the value is being able to ask a question she thinks is silly and get an answer from a person who has actually done it, instead of from a search engine.

4. She reread the implementation plan

Preston's team builds a custom plan for each student. Hers was three or four pages. She reads it about once a week to check she is on track and to understand why each item was placed where it was. Some items are 2026 items, not now items.

5. She recategorized every transaction

She uses Copilot as her budget app. 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 a 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.

7. She started teaching it to her family

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 in This Client Result

The $100,000 is her own calculation, not a banked number. She says she ran it, doubted it, and ran it again. She expects depreciation to carry into next year, plans to put more family members on payroll, and plans to contribute more to 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 fuller strategy behind her plan, see Abigail's wealth plan.

What Abigail Said, In Her Own Words

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

On the ROI:

"I'm coming in at just under a hundred thousand dollars ROI for just this year."

On what changes when you form an entity:

"all of a sudden now you own an empire"

On how most accountants handled her questions:

"they do taxes for people every day, but it's more data entry style"

On how she got started:

"confidence will come after action"

On the advice she would give:

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

What She Would Tell Someone Considering the Program

Preston asked what she would say to a person who is hesitating, or who does not think they have a problem.

Her answer is about fear, not money. She thinks the fear of looking like the least informed person in the room holds people back. She says the room is full of proof points, people who have already done the thing.

She also says she related to Preston as a person before she trusted the material. Both her parents are immigrants. She saw the same work ethic and the same cultural background, and it made the strategies feel available to her rather than reserved for celebrities and big-name investors.

Her last point is the simplest one. Everyone in the United States pays taxes, so there is a way to work on it. The question is whether you are willing to.

How She Handled Feeling Overwhelmed

This is the most practical part of the success story.

She read the whole implementation plan and could not absorb it. She was looking up terms in a dictionary. So she stopped, went back to step one, and read what it said: find a property.

That she could do. She got on Zillow. Once she had a property, her realtor told her the next step. Then the coach told her the step after that.

She also decided in advance that mistakes were part of it. She says most mistakes can be fixed, and that making them is how she learns.

Results Are Individual

This is one student result from one recorded interview. It is not an average and it is not a promise.

Abigail has an engineering background, a spouse with a high W-2 income, and the 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. Nothing here is tax, legal, or investment advice. Review your own situation with a qualified professional.

More Student Results

• Stephanie Dailey's case study: over $20,000 saved in taxes in year one.
• Albert's case study: an ER physician who put his net worth growth at 25%.
• Shawn's case study: what he expects his Blueprint to be worth.