Apply · The First Million Cohort

01 / Basics

Who are you?

The essentials. We will verify your LinkedIn before responding.

Full Name *

Required

Email *

Valid email required

Phone *

Required

City, State *

Required

LinkedIn URL * We verify every applicant. No LinkedIn, no application.

Valid LinkedIn URL required

How did you find Fireweed? *

Required

02 / Financial Snapshot

Where are you?

Ranges, not exact numbers. Used to confirm fit, not to qualify or disqualify on income alone.

Household Gross Income *

Required

Investable Assets * Excluding your primary residence.

Required

Annual Savings Rate *

Required

Equity compensation * Select all that apply.

Select at least one

Do you hold real estate beyond your primary residence? *

No Yes

Required

What kind?

Business Ownership *

Required

03 / Builder Profile

What are you building?

The diagnostic section. This is the part Dr. Link reads first.

Primary Role *

Required

Years in Current Career Stage *

Required

Target Net Worth in 10 Years *

Required

In one sentence: what are you building? * This is the most important question on this form.

Required

04 / What Brought You Here

Why now?

The trigger that made you fill out this form today.

Which of these is happening in your life right now? * Select all that apply.

Layoff or expected layoff Approaching or past a liquidity event (IPO, acquisition, secondary) Large equity vest in next 12 months Selling or buying a business Real estate transaction or syndication decision Major income increase (greater than 30% year over year) None of the above. I just want better planning.

Select at least one

What's the specific reason you're reaching out now?

05 / Fit

Will this work?

Mutual-fit questions. There are no right answers, just honest ones.

Our investment philosophy is active, drawdown-aware management, not passive indexing. How does that land? *

Required

We act as your financial quarterback, coordinating with your CPA, attorney, and other specialists. Do you have those in place already? *

Yes, I have all of them Partial. I have some, not all No, I have none of them Not sure I need them

Required

06 / Research Participation

One optional question.

Fireweed runs a longitudinal study on builder wealth outcomes. Participation is optional, has no effect on admission or fees, and is fully anonymized.

Would you like to learn more about research participation during your selection call? *

Yes, brief me on the call No, I'm not interested Tell me more before I decide

Required

07 / Final

Anything else?

Last chance to tell us anything we should know before we read this. Optional.

Anything else we should know?

Before You Submit

I understand the program is fee-based, with an ongoing fee structured as a percentage of assets under management. The specific fee will be disclosed if I am invited to the selection call. I understand the minimum engagement is 12 months. I understand this application is not an agreement and that submitting it does not obligate either party. I confirm the information provided is accurate to the best of my knowledge.

All four boxes must be checked.

✓ / Received

Application received.

Thank you. Dr. Link reviews every application personally. No associates, no screeners.

You will hear from us within five business days with one of three responses: an invitation to a 45-minute selection call, a waitlist notice if the current cohort is full, or a decline with a referral to an advisor better suited to your situation if we are not the right fit.

If anything urgent comes up before then, reply directly to the confirmation email you will receive in the next few minutes.

Adam.

Dr. Adam Link, CFP®
Founder & Managing Director · Fireweed Capital