Please provide details such as if you use a financial planner, invest funds on your own, or need assistance with setting up an appropriate plan.
If you are an employee please provide details such as employer name, job title, full time/part time status, hourly or salaried, and annual income details.
If you are self employed lease provide such details as what type of company you operate (incorporated, sole proprietor/ partnership), how long you have been operating your business and whether or not your taxes are up to date.
Please provide details on what property(ies) you own, such as primary residence, rental, vacation property. Please also provide details on mortgage holder/bank, balances and payments to the best of your ability.
If your own rental properties do you have renters in place with valid lease agreements?
Please list your current credit score, and any known issues such as collections, late payments, payday loans, use of credit repair companies, bankruptcy or proposals.
If there are debts that you plan to pay off prior to any financing, or with the use of funds from future financing, please provide such details below.
Major life events includes things such as job loss, becoming self employed, maternity/paternity leave, divorce, bankruptcy, the death of a loved one etc. Please provide as much detail as possible.
Please advise of monthly payments, how long the commitment is and if you are paying or receiving.
This could include a cosigned loan, or joint property as well.
Do you have a signed agreement in place that outlines these obligations?
Please be as informative as possible.
Please be as detailed as possible. EX. If you are purchasing, do you have a down payment saved? Or are you struggling to budget to save for a down payment?
If you are interested in alternative investing methods or investing in real estate, do you have the means at this time to invest?
Do you have the time and space available in your life to take on these tasks?
This isn't just about finances, mortgages, investing. Go deep, what do you want to accomplish in the long term? Do you want to open a business? Do you want to start a rental property portfolio? Do you want to invest and create wealth? Start a family? Become self employed? Move to Mexico? Go back to school? Rebuild your credit? Think of this as a brain dump- no vision, goal or dream is too big. The more you share, the more opportunity to achieve these goals through empowered choices with your current financial decisions.
A limiting belief is a state of mind or belief about yourself that restricts you in some way. These beliefs are often false accusations you make about yourself that can cause a number of negative results.
For example:
"I will never make enough money to retire comfortably"
"I am never going to be able to own my own home"
"I don't have the proper motivation to live my healthiest life"
If yes, please provide some details on the current/past partners you have invested with.
If no, please write "NO"
Helpful details here would be the name of the person, their company and any relevant details on why you are seeking a second opinion, or additional information that may not have been provided by this person.
