Financial Planning Question Title * 1. List name and age: Question Title * 2. On a normal month, I spend about Question Title * 3. My annual income (before taxes) under 100K 100K-250K 250K-500K 500K plus Question Title * 4. Desired retirement age Question Title * 5. Each year, I save about 1000-10000 dollars 10000-20000 dollars 20000-40000 dollars 40000-60000 dollars over 60,0000 dollars Question Title * 6. My home is worth Question Title * 7. The outstanding mortgage balance on my home is Question Title * 8. My current net worth, outside of my home equity is Question Title * 9. What is the total amount of your investments held outside of SWM? (bank savings, stocks, bonds, mutual funds, old 401ks, non real estate assets) Question Title * 10. Enter the total number of investment properties you own Question Title * 11. What is the total amount of net equity in your investment real estate portfolio? (Value minus Debt) Question Title * 12. I would like SWM to help me create multiple streams of income and tax efficient strategies for retirement? Yes No Question Title * 13. Do you expect any windfalls such as pensions or inheritances? Question Title * 14. Do you have a family trust set up? Question Title * 15. Would you like one of SWM's Financial Planners to create a financial plan for you? Yes No Done