Stephanie Dailey
In conversation with Preston
Before your strategy call
A 12-month plan for the income you already earn.
Legacy Wealth Blueprint puts your taxes, debt, and investing into one written plan. Then a coach and a weekly call help you work it.
Preston explains the program, the five pillars, and what happens on your call. Most people's questions get answered here.
Your plan is a written document built from your numbers.
These are redacted pages from three client Wealth Strategy Snapshots. Each one starts from a different income, debt load, and goal, and each one says what to do first.
W-2 income and a new business
A redacted plan for a married couple with W-2 income and a new LLC, exploring tax efficiency, investing, and a long-term wealth goal.
Home equity, debt, and taxes
A redacted executive summary tailored to W-2 income, a new LLC, home equity, and debt.
From a foundation to a growth plan
A redacted plan for a W-2 employee compares a foundation scenario with a growth scenario, starting with debt, reserves, and retirement contributions.
Plan figures are projections based on each client's assumptions. They are not verified savings, investment returns, or guaranteed outcomes.
Three more plan walkthroughs
W-2 to short-term rentals
A phased move, with scenarios and the first steps in order.
Business owner tax planning
Tax strategy education and priorities for the first 30 days.
High-income W-2 planning
Tax strategy considerations and a timeline for taking action.
Five parts of your money, worked in order.
Pay down debt, invest more, or keep cash on hand? Each choice changes the others. The curriculum covers all five areas, and your plan says which one to start with.
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Keep more of what you earn
Entity choices, deductions, and tax-advantaged accounts to review with your tax professional before filing season.
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Make debt cost you less
A payoff order, refinancing and balance transfer options, and how to build personal and business credit you can use.
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Add a second source of income
Weigh income options against the time, capital, and risk you can take on next to your current work.
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Know where the next dollar goes
Investment accounts and asset types, so you can judge your next move against your goals and time horizon.
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Protect what you build
Insurance, estate planning, and entity questions to work through with the right professionals, with your family in mind.
Four clients on what changed.
Full conversations with Preston. Each one came in with a different job, a different debt picture, and a different goal.
Albert
In conversation with Preston
Abigail
In conversation with Preston
Shawn
In conversation with Preston
“$20k tax refund after implementing the tax strategies and advice here. That was not solely because of this course but the course helped a lot. It helped me get off my rear and get more organized.”
“Before I got to Module 2, I used to wait for the statement balance and then pay it off in full. But after learning more, I started paying it down before the statement closes to lower my credit utilization - and it boosted my score by 50 points!”
“Went over customized wealth blueprint with Jeff. Much kudos to Jeff! He was very thorough and provided lots of helpful information. Going to view rental properties tomorrow.”
“I have set up recurrent automatic investments for DCA, rebalanced my 401K portfolio, frozen my credit with the 3 credit bureaus, and asked about the back door Roth IRA option. My next step is to establish a 2-3 year cash reserve fund.”
These are individual experiences, not a promise of results. Outcomes depend on your situation, your eligibility, and the actions you take.
What your membership includes.
Lifetime access to the curriculum. Twelve months of live coaching, community, and a guide who checks in on you.
- A custom Wealth Strategy Snapshot
- Your 12-month financial action plan, built from your income, accounts, debt, and goals.
- A dedicated Legacy Wealth Guide
- An onboarding call, one direct point of contact, and an accountability check-in every two weeks.
- Weekly live coaching with replays
- Bring your questions to the call. Every past recording is included.
- The Wealth Circle community
- Twelve months alongside other members working the same plan.
- A tax return review and a brief for your CPA
- An optional review of your prior-year return, and a CPA Implementation Brief you hand to your own tax professional before filing season.
- 100+ lessons, for life
- The five-pillar curriculum, plus templates, checklists, and the Legacy Wealth AI Advisor.
- A partner network at client pricing
- A tax strategist, estate attorney, credit advisor, and entity setup partner. Confirm scope and any separate fees before you engage one.
- A second seat for your spouse
- One free membership for a spouse or direct family member, so you work the plan together.
If the class felt fast
The live class covers a lot in a short time, and some people tell us it feels fast. You do not have to catch it all on the day. This is how the Legacy Wealth Blueprint gives you time after you join.
- Replays of every call
- Every live coaching call is recorded, and you get the replays of all past calls. Watch them at your own speed.
- The curriculum for life
- The video lessons are yours for life. Go back to any lesson when you need it.
- 12 months of live support
- Weekly live coaching calls and the Wealth Circle community, so you can ask questions as you go.
- Legacy Wealth AI
- The Legacy Wealth AI Advisor answers questions at any time of day. It is trained on the full program.
- Implementation calls
- A coach walks you through your wealth plan on a call. Your Legacy Wealth Guide does an onboarding call, then checks in every two weeks.
How enrollment works
Why is there no price on the website?
We run several programs, and many people join two of them together as a bundle. Each one also has different financing and payment plans. So no single price on a web page would be true for everyone. You get the price for your situation on a call.
How do I find out what a program costs?
Book a call with our team. On the call you get the price for the program that fits you and the ways you can pay for it. If you have not met Preston yet, start with the free tax masterclass.
What happens on the call?
A member of our team asks about your income, your taxes, your goals, and your timeline. Then they tell you which program fits, what it includes, what it costs, and how you can pay. Bring your questions. You can ask anything about the programs.
Are payment plans and financing available?
Yes. There are payment plans and financing options. The team goes through the ones that are open to you on the call.
What does each program include?
Legacy Wealth Blueprint: lifetime access to the video curriculum, a custom wealth plan, weekly live coaching calls with replays, the Wealth Circle community, a one-on-one Legacy Wealth Guide, an optional review of your last tax return, a brief for your CPA, the Legacy Wealth AI Advisor, and a free seat for your spouse. Airbnb Ascension: a one-on-one STR coach, the Airbnb Arbitrage Roadmap course, weekly live calls, a profit report on each deal before you sign a lease, and done-for-you listing, furnishing, and guest messaging setup. STR Concierge: the team finds and underwrites properties for you to buy, supports you through closing, sets up the listing and operations, plans the tax side with cost segregation and entity setup, and reviews performance after launch.
Questions people ask before the call.
I earn a W-2 salary. Is this for me?
Yes. The program is built for people earning $100K or more, whether that comes from a salary, self-employment, or a business. Which strategies apply depends on your income, accounts, debt, and goals.
What happens with my CPA?
You keep your CPA. The program gives you education and a written plan, plus a CPA Implementation Brief you hand over before filing season. Your tax professional decides what applies and handles your filings.
Do I have to start a business or buy property?
No. You can focus on your current income, debt, and accounts. The curriculum also covers other income and investment options, so you can look at them when they fit your plan.
How long do I have access?
The video curriculum is yours for life. The Wealth Circle community, weekly coaching, and your guide run for 12 months.
Is there a guarantee?
Ask on the call about the No Client Left Behind Guarantee and get its current written terms. Confirm what actions it requires, how a return on your program investment is measured, and when continued support applies before you enroll.
How do I get ready for the call?
Watch the walkthrough at the top of this page. Then write down your main financial goal, the decisions you are weighing right now, and any questions. Your confirmation email has the details for joining the call.