Intake Form
To help us better guide you on your path to success, we must first learn about who you are and what you are looking to achieve. The following worksheet will serve as a guide and discussion piece for you and your Real Estate Investor Coach. Being as open and honest as you can will help you get the most precise plan created for you. Only give the information you feel comfortable giving as this exercise is useful for you to start the beginning of your Real Estate Investor Workshop as well as help direct your path to success. This information is solely used to help you in your education choices and your information will remain private and confidential. The information is restricted to only those who have a need to know in order to assist you coach. Lastly, OdisJames and its employees are not Broker/Dealers, CFPs or Registered Investment Advisors and therefore do not provide you with any advice as to investment or management of your finances. Let’s get started: