Net Worth 'Vision' survey ~ to optimize your servicing.
New Client Intake ~ This CLIENT REVIEW FORM (CRF) is the start point for servicing, appointments and Reviews: Buy/ Sell/ Annual/ Quarterly/ and all other NetWorth Reviews. Our goal of providing The Best service packet can't be done without your perspective re: 1. your concerns, 2. your resources, 3. your abilities. Thank you.

IF YOU'RE ALREADY A CLIENT ? > https://goo.gl/forms/Lyl6lGI6nLKK31wr2

. . . . . your integrated approach:
You are selective with whom you hire. Likewise, my team is selective who we assist.

As a 2nd generation 'Portfolio Broker', I work with you from a 'bigger picture' approach. That's how I learned, grew up, handle my affairs, & have helped so many clients buying/ selling/ and investing over decades , multiple transactions, life experiences, ... relo's nationwide. If you think this approach may be for you, or you're already a current client. Lets bring your vision up-to-date!

To assure a good fit and optimal service, we request you update this CRF at least once annually, then with any significant activity.
> If you are a new client, this is your INTAKE & SETUP questionnaire.

Complete this CLIENT REVIEW from a lifelong perspective of your net worth. Share and update your interests, goals, resources and intentions to make our service to you best. This helps us advise and create the best experience. Thank you.

Please, complete all items & if married, complete as a team.
__________________ Want a hard copy? Just call or email.

. . . . . 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 - NOW ENCUMBERED ~ has a mortgage or other lien(s). *
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. REAL ESTATE - FREE & CLEAR ~ not encumbered, no mortgage or other lien(s). *
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' property 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 ~ agent/ broker professional tools feedback. <> ONLY COMPLETE 'ITEMS OF INTEREST' OR 'APPLICABLE' <> all optional:
Re: service package. MENU ~ complete applicable/ of interest items only.
Would like further info via contact info provided below..
May have interest in future, but not this calendar year.
Buy/ Sell/ Relo Brokerage.
Statewide/ Nationwide Relocation ~ Screening packages with $ 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.
Our annual newsletters.
Property Tax Reduction/ Protests consulting.
Personal finance tools/ spreadsheets.
Re: servicing aspects. TECHNICAL ~ complete applicable/ of interest items only.
Definitely sounds of interest.
Perhaps useful, would like info how this could help me.
Undecided.
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.
Re: servicing aspects. ALA CARTE ~ complete applicable/ of interest items only.
Definitely sounds of interest.
Perhaps useful, would like info how this could help me.
Undecided.
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/
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