'Vision' survey ~ to optimize your servicing. (NOT for existing/ returning clients.)
This is the start point for servicing, appointments and Reviews: Buy/ Sell/ Annual/ Quarterly/ and all other NetWorth Reviews.

RETURNING/ ALREADY A CLIENT ? > https://goo.gl/forms/Lyl6lGI6nLKK31wr2

. . . . . your integrated approach: The better quality thoughts you share, the better service we give you.
You are selective with whom you hire. Likewise, we are selective. 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, for a good mutual fit and optimal service, share YourVISION.

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' 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
. . . . . CRF part 4 of 4 ~ agent/ broker professional tools feedback. <> ONLY COMPLETE 'ITEMS OF INTEREST' OR 'APPLICABLE' <> all optional:
Little / none.
High, I can print, scan, attach files and photos.
Re: service package. MENU ~ complete applicable/ of interest items only.
Re: servicing aspects. TECHNICAL ~ complete applicable/ of interest items only.
Definitely sounds of interest.
Perhaps useful, would like info how this could help me.
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.
'Smart house' seller tools eg.: WIFI cams, smart plugs/lighting, smart lockbox/access.
Property Tax Reduction/ Protests consulting.
Personal finance tools/ spreadsheets.
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.
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)
FYI / DIY lending library or gifted books.
'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/
Marital Status:
Thank you!
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