ANNUAL MORTGAGE PLANNING REVIEW
- Do you
expect your income to be changing at any time in the next three to five
long do you plan to live in this house?
are your other real estate goals and dreams in the next 3 - 5 years?
5 - 10 years?
10 years +?
is most important to you about your overall financial planning strategy at
we communicate with you going forward, what is your preferred form of
communication? Is it e-mail,
telephone or mail? Please verify your current e-mail address.
you rate for me please your financial philosophy? Is it Conservative, Moderate or
- Do you
foresee incurring other financial obligations within the next 5 years,
such as a new car, new baby, college expenses, change in work time, etc.,
or have you done any of these since obtaining financing with our team?
for me on a scale of 1-10 (10 being best) your relationship with your Real
for me on a scale of 1 – 10 (10 being best) your existing Tax Preparation
situation. In other words, your
for me on a scale of 1 – 10 (10 being best) your existing Financial
for me on a scale of 1 – 10 (10 being best) your existing Trust and/or
for me on a scale of 1 – 10 (10 being best) your existing Life Insurance
for me on a scale of 1 – 10 (10 being best) your existing Auto and Home
We ask you these questions because we want to make sure you
are aligned with the right people who can be an enhancement to your overall
financial plan. LOAN OFFICER NAME has been fortunate enough along with his
partners STAFF MEMBER NAMES to make acquaintance with many people who are
outstanding in other areas of financial services and we want to make sure that
if you have a need in those areas, we are assisting you in filling that need.
14. Do you or
anyone you know have a need for any of these services?
15. Do you currently have a
Retirement Plan established?
old do you want to be when you retire?
- Do you
currently have a Tax-free College Fund set up for your children or your
for us some of your Hobbies, Books, and Restaurants.
you be so kind as to share with us both your and your spouse’s/partner’s
- Who do
you know that might be in need of our services?