Questions
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?
If yes, please explain the second mortgage's amount ($):
What is the approximate value of your home ($)?
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/achieving financial freedom
Rank if important
1
2
3
4
5
Having your mortgage paid off when you retire
Rank if important
1
2
3
4
5
If you selected retirement above, then when is your projected retirement date?
Achieving liquidity (having access to a slush fund in an emergency, investing in the stocky market, etc.)
Rank if important
1
2
3
4
5
Moving into a larger home
Rank if important
1
2
3
4
5
If you selected moving into a larger home above, then how many years from now would you like to do that?
Maximizing current and future tax deductions
Rank if important
1
2
3
4
5
Saving money to send your kids to college
Rank if important
1
2
3
4
5
Other
Rank if important
1
2
3
4
5
If you selected other above, then what would that be?
What needs do you have that we can help you meet?
On a scale of 1-10, with 10 being the best, please rate your existing:
Financial Planner
Select one:
1
2
3
4
5
6
7
8
9
10
I don't have one.
Insurance Agent
Select one:
1
2
3
4
5
6
7
8
9
10
I don't have one.
CPA
Select one:
1
2
3
4
5
6
7
8
9
10
I don't have one.
Estate Planning Professional
Select one:
1
2
3
4
5
6
7
8
9
10
I don't have one.
Attorney
Select one:
1
2
3
4
5
6
7
8
9
10
I don't have one.