Planning Session Page 2

Planning Session Application - Page 2

People Power / Team Inventory

Initially, who might you enlist to assist you in your business? :

Are you a solopreneur? (like working alone):

Yes No

Real Estate Experience

What is your experience with wholesaling, rehabbing and/or buying investment real estate?:

How many deals in total have you closed?:

Apartments

How many deals have you closed?:

Other Real Estate Investments

How many deals have you closed?:

Which real estate training programs have you invested in?:

How much would you estimate you've invested in real eastae education over the last 5 years?:

Credit Status & Inventory

Do you believe your credit is:

Excellent GoodPoor

Do you know your credit score?:

Yes No

If Yes, what is it? :

Have you had a bankruptcy in the last 3 years?:

Yes No

Have you been employed at the same job or line of work the past 2 years?:

Yes No

Are you self-employed?:

Yes No

If Yes, how many years?:

Liquid assets available:

Available Credit

Currently monthly income :

Business Goals

At this point, which areas of investing are you most intereted in?:

If you qualify for the Planning Session, are you willing and able to invest time and start-up capital for your education and business? And to take action? :

Yes No

If Yes, how much time and capital?:

How soon do you want to get started?:

When is a good time to contact you?:

Please be truthful. We have solutions & strategies for any situation buy MUST know your situation. Have you been truthful in this application?:

Yes No

Notes:

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