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