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.
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.