Intake Form

Home Address:

Phone

Best time of day for 1 on 1 meetings:

Are you putting money aside for Investing in Real Estate? How much?

Tell us why you want to invest: (What’s your Why?)

Are you currently working, if so what do you do?

What are your hours in a typical work week?

Would you take vacation to become a better Investor? Explain what a “typical” day looks like for you: If you were making as much money in real estate as work, would you leave your job?

Let’s talk about you as a Investor and discuss your personality a bit: How would you describe your work ethic on a project you are really excited about?

Would you go above and beyond to help it succeed?

What about your personality will help you to become the Investor you want to be?(traits or examples)

What about your personality will make your transformation into a Investor more difficult? (We all have these)

Have you ever been a coach or mentor to someone else? Was this a positive experience?

Do you see a benefit in being held accountable for what you say you are going to do? Do you want your coach to be easy or tough?

Have you ever lost money gambling? How did you react to that?

If you had to give a dollar figure, how much would you need each week to feel comfortable in your life with low stress? (It’s ok to think big but be realistic.)

In thinking about your goals, what would your initial goal daily/weekly goal be and what would you want your longer term annual income to be? Initial Goal Daily/Weekly:

Initial Goal Long Term:

Do you have a budget to start your real estate career and if so how much do you plan to open and start with?

Have you ever run a small business before?

Do you have a retirement plan thru your job or an old 401k from a prior job?

If yes, do you understand what investments you are currently holding in there? (Most people do not so no worries if you don’t, coach can help explain them to you).

Have you ever experienced draw down in your retirement accounts and did that affect your retirement date?

Do you currently have disposable income beyond what you need each month for your bills and living expenses? If yes approximately how much?

Do you have a savings account for the future that you actively increase?

Do you have a retirement date set yet? (or a retirement date goal) What annual income will you need in retirement to cover your expenses? Does your current portfolio meet those current needs?

Congratulations!