We believe that at least annually we should be assessing your current mortgage
situation much like a good financial planner or tax professional should be.
Staying on top of your changes in life will allow us to make recommendation
that may allow you achieve your financial goals sooner.
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| First Name |
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| Last Name |
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| Address |
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| Address (cont.) |
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| City |
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| State |
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| Zip |
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| What changes have occurred in
your family during the last year? (Kids, Career, Education etc.) |
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| What are your financial goals
for the next 1-3 Yrs, 5 - 10 years? (Retirement, Investments, College, etc) |
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| What changes have occurred in
your family during the last year? (Kids, Career, Education etc.) |
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| What are your housing goals for
the next 1-3 Yrs 5 - 10 years, and next 20 years? (Vacation home, Investment
property, Move-Up home etc) |
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| Are you interested in early
mortgage payoff? |
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| At what age do you plan to
retire? |
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| Are there any areas of concern
that you would like us to discuss or be aware of? |
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