Intake Questionaire

First Name:

What is your primary reason for being in the real estate market?

Do you have a real estate investment plan in place in order to reach this goal?

If no plan is in place, how motivated are you to put a plan together?

How much equity do you have to apply towards your property purchase(s)?

Please complete the following sentence, “I prefer to work with professionals who…”

What does success look like for you 6 months from now as a result of us working together?

What does success look like for you 12 months from now as a result of us working together?

What are your financial goals five years from now?

What is the single greatest challenge to accomplishing the financial goals you seek?

How soon do you want to start working on your real estate investment plan?