Your 'Life Vision' 2021 ~ theNetWorthLife.com
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. . . . . 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. *
Required
OUR SERVICES & CONSULTING at: *
Plan to use.
Used, would recommend.
Used, but left feedback to improve. ( https://goo.gl/forms/zLzHhjwnv31PTXFj2 for FEEDBACK)
N/A
Not familiar.
Would like more info.
RealtyNetWorth.com Brokerage.
AllOverUSA.com Relocation services.
NetWorthBasics.com Annual/ Quarterly Reviews, entities, #'s modeling
SlashThoseTaxes.com Tax Protests.
theNetWorthLife.com long term & integrated approach
FloridaRealty101.com Brokerage.
Full Service Rentals Management
Check any potentially useful:
Your RESOURCES. *
None.
Had.
Have.
Want.
Available for other interests.
Like to discuss this.
Comfortably employed.
Enough retirement $.
Over 50% equity or free n clear real estate
Savings &/or retirement accounts.
Social security (or planning on it).
Other investments, crypto, collectables, etc.
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: *
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: *
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). *
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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