First Name
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Last Name
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Phone
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Email
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How did you learn about us?
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Are You Interested in
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Building Wealth
Passive Investing
Key Principal
Tax Savings
Cash Flow
Vendor Relationship
Others
If you are interested in Vendor Relations, please provide your company name, summary of services and website (otherwise answer N/A).
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Are you an Accredited investor? Definition can be found here : https://bit.ly/3EoX5to
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Yes
No
Still Not Sure
Are you a Sphisticated Investor? Definition: Alone or with a representative, they must have sufficient knowledge and experience in financial and business matters to make them capable of evaluating the merits and risks of the prospective investment.
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Yes
No
Still Not Sure
Tell us about the purpose of this meeting AND 3 questions you would like to ask.
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Please share anything else that will help prepare for our meeting, like where you are on your investment journey, your social media handle or Linkedin.
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By providing your phone number, do you agree to receive phone calls and text messages from Up Plex, LLC?
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Agree
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By providing your phone number and submitting this form, you expressly consent to receive marketing and promotional text messages and phone calls from Up Plex and Xcelerated Biz, including calls and messages sent using an automatic telephone dialing system, prerecorded voice, artificial voice, or AI-generated voice technology. You understand that these communications may include real estate education, investment opportunities, coaching programs, appointment reminders, and related business services. Consent is not a condition of purchase. Message and data rates may apply. Message frequency may vary. Reply STOP at any time to opt out or HELP for assistance.
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