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* 1. List name and age:

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* 2. On a normal month, I spend about 

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* 3. My annual income (before taxes)

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* 4. Desired retirement age

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* 5. Each year, I save about 

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* 6. My home is worth

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* 7. The outstanding mortgage balance on my home is

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* 8. My current net worth, outside of my home equity is

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* 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)

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* 10. Enter the total number of investment properties you own

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* 11. What is the total amount of net equity in your investment real estate portfolio? (Value minus Debt)

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* 12. I would like SWM to help me create multiple streams of income and tax efficient strategies for retirement?

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* 13. Do you expect any windfalls such as pensions or inheritances?

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* 14. Do you have a family trust set up?

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* 15. Would you like one of SWM's Financial Planners to create a financial plan for you?

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