Annual Mortgage Review

As part of my Client for Life program, I want to stay up-to-date on your real estate and home-financing needs. Thank you in advance for answering these questions.
Borrower Name
Borrower Email
Co-Borrower Name
Co-Borrower Email
What are your real estate goals over the next 5-10 years? Dreams for the next 20 years?
Do you anticipate any major changes in your financial picture in the next 5 years? (Ex. Buying a second home or investment property, home improvements, retirement, paying for education, caring for aging parents, etc.)
Have there been any significant changes in your employment or income over the last year?
Yes No
Do you anticipate any changes in your employment or income over the next 2-5 years?
Yes No
Do you have any new second mortgages?
Yes No
What is the approximate value of your home in US Dollars ($)? 
How long do you plan to live in this home? 
Which of the following personal goals are most important to you? Please rank in order of importance to you (with 1 being the most important and 5 being the least): 
Building your net worth/acheiving financial freedom:
Having your mortgage paid off when you retire:
Acheiving liquidity (having access to a slush fund in an emergency, investing in the stock market, etc.):
Moving into a larger home:
Maximizing current and future tax deductions:
Saving money to send your kids to college:
What would you like your mortgage to accomplish right now?
Lower monthly payment
Eliminating other debt (credit cards, student loans, etc.)
Using equity buildup to develop a cash reserve or for investment purposes
Maximize tax beneifts
Pay off your loan as soon as possible
What needs do you have that I can help you meet?
Conservative Moderate Aggressive
On a scale of 1-10 (10 being best), please rate your existing: 
Financial Planner:
Insurance Agent:
Estate Planning Professional:
Do you have a will or living trust to protect your family's assets in the event that something happens to you?
Yes No