Additional Questions

We have a few additional questions. Our commitment is to help you make informed choices about your financing options when buying or refinancing a home. You can help us do that by completing this brief questionnaire prior to discussing our next steps.

There are many different ways to finance a home. To find the most beneficial option for you, we must consider your long- and short-term goals, as well as your payment and equity objectives. We will work with you to outline your goals, analyze your current purchasing power, and then recommend several different strategies that will enable you to achieve your goals.

Contact Information

Questions

Have you ever owned a home?

If yes, what kind of mortgage have you had? (check all that apply)

How long do you plan to live in the house we will be financing?



What is most important about this mortgage to you? Please rank in order of importance to you with 1 being most important and 7 being the least important.
Lowest Payment
Lowest Closing Cost
Eliminating Other Debt
Paying Off Loan ASAP
Improving Credit History
Lowest Down Payment
Other

How would you describe your financial philosophy?

Do you work with a financial planner?
If yes, how would you rate him/her?

Do you work with a stock broker?
If yes, how would you rate him/her?

Do you work with an estate planner or attorney?
If yes, how would you rate him/her?

Do you work with a CPA?
If yes, how would you rate him/her?

Do you work with an insurance agent?
If yes, how would you rate him/her?

Do you participate in a tax deferred retirement plan at work?

Do you foresee your household income increasing in the next 2-5 years?