Your 'Life Vision' 2021 ~ theNetWorthLife.com

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"Review" appointments begin here.

. . . . . the more we know, the better we can help.

Please update Your VISION now & after any significant changes. Households please complete as a team.
Thank you.

Check all that apply: Possible free services for #1. or $500 retainer requirements for #4. *

Anibal Group LLC (AGL) brokered OUR LAST transaction & it was this year.

I/we referred to AGL a buyer/ seller that closed this year.

AGL brokered (or initated via AllOverUSA.com) OUR LAST transaction.

We do not plan to sign acknowledgment making Anibal Group our realty co. of choice should we buy/sell/relo this coming year. ~ (Services require min $500 retainer & subject to acceptance based on VISION feedback.)

I/ we have not used any real estate brokerage since starting services with your company. (AGL/ AAI).

Required

OUR SERVICES & CONSULTING at: *

Plan to use.

Used, recommend.

Used, left feedback to improve. ( https://goo.gl/forms/zLzHhjwnv31PTXFj2 for FEEDBACK)

N/A

Not familiar.

Want more info.

RealtyNetWorth.com.

AllOverUSA.com Reloservices.

NetWorthBasics.com Annual/ Quarterly Reviews, entities, #'s modeling

SlashThoseTaxes.com Tax Protests.

theNetWorthLife.com

Florida Brokerage.

Property Mgmt

Check any potentially useful:

Pro Referrals: eg. insurance/ legal/ lender/ trades/ landscape.

Someone virtually 'On-call' upgrade.

Financial spreadsheets, planning tools, 'How To' articles & related.

FYI & DIY workshops

Tool lending eg: ladders, saws, carpet cleaners, etc.

'Moving day' assistance.

Construction & remodel tips.

Staging & 'Smart house' seller tools eg.: WIFI cams, smart plugs/lighting, smart lockbox/access.

Your RESOURCES. *

None.

Had.

Have.

Want.

Available for other interests.

Like to discuss this.

Employed to satisfaction.

I have a funded retirement vision.

Over 50% equity or free n clear real estate

Savings &/or retirement accounts.

Social security (or planning on it).

Art, crypto, historic cars & collectables.

Are current beneficary of an estate or trust.

Inheritance, or expected inheritance.

Have established a trust with holdings.

An S-Corp, LLC. for investments, business.

Advisors/ mentors/ professionals, eg: legal, insurance, realty, taxation, lenders.

None.

Had.

Have.

Want.

Available for other interests.

Like to discuss this.

Employed to satisfaction.

I have a funded retirement vision.

Over 50% equity or free n clear real estate

Savings &/or retirement accounts.

Social security (or planning on it).

Art, crypto, historic cars & collectables.

Are current beneficary of an estate or trust.

Inheritance, or expected inheritance.

Have established a trust with holdings.

An S-Corp, LLC. for investments, business.

Advisors/ mentors/ professionals, eg: legal, insurance, realty, taxation, lenders.

Your REAL ESTATE. *

None.

Had.

Have.

Want.

Available to liquidate for other interests.

Like to discuss this.

Main &/or vacation residence.

Investment/ rental.

Business property.

Fix n flips, 'wholesaling'

Other.

My next REAL ESTATE activity of any kind I expect will be: *

Perhaps soon. (<1yr).

In not to distant future (1-5yrs).

In long term plan (>5yrs).

Like to discuss this.

Sell current.

No plans, hope to live here rest of life.

Required

Specifically, the (real estate & financial) topic(s) I'd appreciate counsel with is/ are: *

You like to help 'those in need' (charitably) with how much $$'s annually: *

< 1% of household budget

over 10% of household budget

You serve others charitably with what % of an average 40 hour week: *

under 1%

over 10%

Tech savvy clients help us know how to prepare for you. It can also impact servicing costs. How TECHNICAL are you? *

Can do/ use.

May need help.

Can not.

Zoom & similar apps.

PDF's, print them & create them to return.

YourSpace24/7 portal navigation for doc.s, comps, your files.

Spreasheets: Property Valuations, Rental Inc/Exps, Investments Comparisons (ROI, etc), Business (Mileage, Payroll, Setup/Comparisons)

Marital Status: *

I'm unmarried

Completing with spouse &/or join decision maker(s) ~ WE AGREE on all answers

Completing with spouse &/or join decision maker(s) ~ WE DO NOT AGREE on all answers & will submit an additional 'VISION' feedback.

Required

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). *

I'm (we) ARE working with another agent/ office.

I (we) have NOT contacted another agent/ office.

Required

All services we provide are are in support &/or preparatory for all your brokered real estate activity. All my contact info, including spouses, that will be on our service agreement & include to initiate all brokerage thru AGL: *

Name(s) . . . . . Phone. . . . . Email

Thank you !

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