Planning Session Page 1

Small Apartment Investing Planning Session Application Please be truthful. We have solutions & strategies for any situation but we MUST know your situation.

Planning Session Application

Applicant Information

Full Name:

First

Last

Email

Enter valid email address.

Cell Phone/Phone:

Area Code

Phone Number

Spouse/Partner Name:

First

Last

Spouse/Partner Email:

Enter valid email address.

Spouse/Partner Cell Phone/Phone:

Area Code

Phone Number

What is the Reason Why?

Why are you interested in real estate?:

Financial Goals

Are you looking to leave your job:

Yes No

If yes, by when?:

Are you looking for cash now?:

Yes No

Are you looking for passive income primarily?:

Yes No

If yes, how much? :

If yes, by when?:

Are you looking to create wealth primarily?:

Yes No

If Yes, how much?:

If Yes, by when? :

Are you looking to grow your existing business?:

Yes No

If Yes, how much? :

If Yes, by when?:

How much money do you need to make per month to live? :

If you had no debt, how much would you need to make monthly?:

Time Inventory

Are you a real estate investor or entrepreneur or both?:

How much time per week do you have to invest in your business? (hours/week):

Financial Resources - Marketing

Could you invest $500/month up-front on marketing?:

Yes No

Could you invest more?:

Personality Traits

Are you analytical? (like working with numbers):

Yes No

Are you expressive? (like interacting with people):

Yes No

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Small Apartment Investing Planning Session Application Please be truthful. We have solutions & strategies for any situation but we MUST know your situation.

Planning Session Application Applicant Information

What is the Reason Why?

Financial Goals

Time Inventory

Financial Resources - Marketing

Personality Traits

Planning Session Application

Applicant Information