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Lance Edwards’ Wealth Without Landlording
Planning Session Application
In order to prepare and focus on a 1-on-1 planning session with you, please complete this application…
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Contact Information
(Required.)
First & Last Name
Email
Cell Phone
Do you have a Spouse or Partner? If so, what is their name?
To mail you Lance’s newsletter, what is your mailing address?
Address
City/Town
State/Province
ZIP/Postal Code
Country
What is your interest in small apartments? (click all that apply)
Owning (without landlording)
Owning (with Lance running it and equity-sharing)
Investing with Lance (suitability standards apply)
Wholesaling
Not sure yet
What is your primary goal for wanting create wealth without landlording thru small apartments? What would you do with 5X or 10X your current income or net worth? (Please be specific)
What is your age?
21-30
31-40
41-50
51-60
61-70
71-80
81+
What do you do for a living? If retired, what did you do? Please be specific.
What is your household income?
$25,000 to $50,000
$51,000 to $75,000
$76,000 to $100,000
$101,000 to $150,000
$151,000 to $200,000
$201,000+
How may rental units have you owned at any time and what type? When?
What amount do you personally have available to invest in your own projects or to invest with Lance?
What is the source of Funds? (cash, self-directed IRA, stock, cash value life insurance, other)
If you found a good deal that needed capital and you were convinced you could profit, how much could you come up with in 30 days?
How much of the above funding would be your money?
How much of the above funding would be borrowed money?
Are you an accredited investor? (Accredited is $200,000/yr (single) or $300,000/yr (joint) annual income for prior 2 years with expectation of same in the future or minimum $1 million net worth, excluding your home equity)
Yes
No
Are you a sophisticated investor? (Sophisticated is $100,000/yr annual income AND minimum $100K, net worth; or $250,000 net worth, excluding your home equity)
Yes
No
How is your credit?
Great
Less Than Great
Not So Great
What else would you like us to know to provide you with the best possible assistance?
Do you certify that your answers are true and correct to the best of your knowledge?
Yes
No