Returning clients 'Vision' ~ to optimize servicing.
This is the start point for servicing, appointments and Reviews: Buy/ Sell/ Annual/ Quarterly/ and all other NetWorth Reviews.

NEVER BEEN OUR CUSTOMER/ CLIENT ? > https://goo.gl/forms/cZuHdErtSaZsbLpX2

. . . . . your integrated approach: The better quality thoughts you share, the better service we give you.
You want the best, we want to offer the best to those that want it!

As a 2nd generation 'Portfolio Broker', I work your 'bigger picture'. That's how I've helped so many clients over decades of transactions, relocations, & life! If this sounds good, lets bring your vision up-to-date!

For a good mutual fit and optimal service, please update YourVISION now & after any significant changes.

Use a lifelong perspective when you help on how to advise and create a best experience Thank you.

If married, complete as a team.
__________________

. . . . . CRF part 1 of 4 ~ what you have now:
Which of the following threaten your Net Worth. (% shown for others).
Your current portfolio aspects. INCOME TO SUSTAIN YOU. *
No/ none.
Had in the past, not now.
Have now.
Would like.
Have & could liquidate in whole or in part for other interests.
Like to discuss this.
Comfortably employed.
Comfortable retirement income.
Sufficient savings &/or retirement accounts.
A good amount of stocks/ bonds &/or other non-real estate investments.
Social security & medicare activated or well thought out strategy.
Other.
Your current portfolio aspects ~ REAL ESTATE. *
No/ none.
Had in the past, not now.
Have now.
Would like.
Have & could liquidate in whole or in part for other interests.
Like to discuss this.
Main &/or vacation residence - not used as rental/ investment.
Investment/ rental - not used as principle or vacation homes.
Business property - not used as main/ vacation homes - not rented to others.
Non-rental 'flips', e.g.: land, 'wholesaling' items, rehabs, other buy/hold - not rented.
Other.
Your current portfolio aspects. TOOLS OUTSIDE OF CASH FLOW & PROPERTIES. *
Never had.
Had in the past, not now.
Have now.
Would like &/or needs update.
Like to discuss this.
An estate plan.
Trust, SCorp, LLC. etc for business &/or property.
I have real property to leave to others not yet formalized in estate plan.
Inheritance, or expected inheritance.
Advisors/ mentors/ professionals, eg: legal, insurance, realty, taxation, lenders.
Other.
. . . . . CRF part 2 of 4 ~ what you'd like:
Your idea of a 'better' property portfolio. PRINCIPLE RESIDENCE / AND OR VACATION ~ not investment type.
Perhaps soon. (<1yr).
In not to distant future (1-5yrs).
In long term plan (>5yrs).
Like to discuss this.
Sell current.
No plans.
Change of residence. (get first, move-up, down-size).
Change re: 2nd/ vacation home. eg: Relocate to different climate/ area.
Own a place soley for family to use (for parent, student-child, newly married/single)
Vacation home that can be used as rental.
Other.
Your idea of a 'better' portfolio. INVESTMENT/ RENTAL/ PROPERTY ~ not principle or vacation use.
Perhaps soon. (<1yr).
In not to distant future (1-5yrs).
In long term plan (>5yrs).
Like to discuss this.
Sell current.
No plans.
A completely managed property with virtually no 'hands-on' effort involved.
A 'sweat equity' flip or wholesale.
Main purpose -'Cash Flow', acquire new or increase holdings.
Main purpose - 'Equity Build', to save $s for future & reduce taxes now.
Other.
. . . . . CRF part 3 of 4 ~ what you're working with:
I have available to use toward my goals/ plans. FINANCIAL TOOLS.
Potentially can use/ access.
Have but prefer to use only with the right opportunity.
Emergency use only.
None.
Like to discuss this.
Surplus from income (wages, dividends, retirement, rents).
Savings.
Retirement plan.
Stocks/ mutual funds.
Real estate equity sufficient to borrow against.
Talents with energy to match.
My ideal current, mid-term, and long-term situation would be: (honest & candid) *
Your answer
I prefer communicating via: *
EXISTING CLIENTS (update as needed) <> NEW CLIENTS: Should we work together We'll create your portal & share updates. As appropriate we'll use below preference. <_____> Submitting this, you confirm you are NOT working with another Realtor, agent or company. You have, or will, review our rates & terms of service per NetWorthBasics.com (Business & Rates), RealtyNetWorth.com and as provided via YourSpace and Agreement(s).
Required
All my contact info: *
Name(s) . . . . . Phone. . . . . Email
Your answer
My computer literacy: 1: None, 5: Advanced
Little / none.
High, I can print, scan, attach files and photos.
. . . . . CRF part 4 of 4 ~ please complete prior to next appointment.
Rate our servicing aspects. ~ existing/ return client? please complete prior to next appointment. *
Never used.
Used, I find of value/ would recommend.
Used but no opinion.
Would like info how this could help me.
Used, room for improvement. ( https://goo.gl/forms/zLzHhjwnv31PTXFj2 for FEEDBACK)
Buy/ Sell/ Relo Brokerage.
Statewide/ Nationwide Relocation Screening packages & close $ rebates.
Reviews of tax return(s), real estate,, and networth.
Articles on RealtyNetWorth.com, NetWorthBasics.com, AllOverUSA.com, FloridaRealty101.com, AllOverMichigan.com, GreatCarCaves.com
Content on our Facebook / Twitter / Pinterest pages.
'Smart house' seller tools eg.: WIFI cams, smart plugs/lighting, smart lockbox/access.
Property Tax Reduction/ Protests consulting.
Personal finance tools/ spreadsheets.
Rate our servicing aspects. TECHNICAL ~ existing/ return client? please complete prior to next appointment. *
Never used.
Used, I find of value/ would recommend.
Used but no opinion.
Would like info how this could help me.
Used & did not find useful as is. (see FEEDBACK on YourSpace or RealtyNetWorth.com)
Mutual access spreasheets: Property Valuations, Rental Inc/Exps, Investments Comparisons (ROI, etc), Business (Mileage, Payroll, Setup/Comparisons)
Virtual appointments via phone/ YourSpace/ TeamViewer.
Use of TeamViewer (or other) for remote computer assistance (using Gov sites/ spreadsheets/ naviation).
Scheduled email reminders, e.g deadlines, appointments)
YourSpace24/7 portal ~ doc.s, comps, feedback exchange, client files.
'Smart house' seller tools eg.: WIFI cams, smart plugs/lighting, smart lockbox/access.
Rate our servicing aspects. ALA CARTE ~ existing/ return client? please complete prior to next appointment. *
Never used.
Used, I find of value/ would recommend.
Used but no opinion.
Would like info how this could help me.
Used & did not find useful as is. (see FEEDBACK on YourSpace or RealtyNetWorth.com)
Referral network eg. insurance/ legal/ lender/ trades/ laborer.
On-call 'mentor style' &/or other consultations.
'How To' videos &/or slide shows &/or 'How It Works' reference tools.
Our FYI and DIY workshops, seminars, classes.
FYI / DIY lending library or gifted books.
Tool lending program eg: ladders, saws, carpet cleaners, etc.
'Moving day' assistance.
Construction & remodel 'been there/ done that' tips..
Option to pick charity for gift giving. https://realtynetworth.com/about/charity-gifts-matching/
Decision making status: I'm answering for my household
Thank you !
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