1. The info you provide will ensure that when we meet I will have a clear understanding of your goals. 

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 20% of survey complete.
Tell us about your current situation so we can best serve your needs.

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1. What would you like to accomplish as a result of our consultation meeting? (Check all that apply)

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2. How soon do you need to sell?

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3. What are the most important reasons why you are selling your home? (Check all that apply)

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4. If the property is your home, where are planning to relocate?

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5. Do you plan to buy another home when you sell your current home? If not applicable - skip to Question #10

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6. Tell us more about how we can assist you in planning your next home purchase

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7. Do you need to sell your home before you can buy your next home?

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8. I would like to find out how I can buy my next home before I sell my current home.

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9. If you are buying another home - how do you intend to finance your home purchase?

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10. What is the approximate balance of your existing Home loan?

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11. For rental property - Do you need a 1031 Tax-deferred Exchange?

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