ANNUAL MORTGAGE PLANNING REVIEW

  1. Do you expect your income to be changing at any time in the next three to five years?

 

  1. How long do you plan to live in this house?

 

  1. What are your other real estate goals and dreams in the next 3 - 5 years?

 

5 - 10 years?

 

10 years +?

 

  1. What is most important to you about your overall financial planning strategy at this time?

 

  1. When 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.

 

  1. Would you rate for me please your financial philosophy?  Is it Conservative, Moderate or Aggressive?

 

  1. 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?

 

  1. Rate for me on a scale of 1-10 (10 being best) your relationship with your Real Estate agent.

 

  1. Rate for me on a scale of 1 – 10 (10 being best) your existing Tax Preparation situation.  In other words, your CPA.

 

  1. Rate for me on a scale of 1 – 10 (10 being best) your existing Financial Planning situation.

 

  1. Rate for me on a scale of 1 – 10 (10 being best) your existing Trust and/or Will situation.

 

  1. Rate for me on a scale of 1 – 10 (10 being best) your existing Life Insurance situation.

 

  1. Rate for me on a scale of 1 – 10 (10 being best) your existing Auto and Home Insurance situation.

 

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?

 

  1. How old do you want to be when you retire?

 

  1. Do you currently have a Tax-free College Fund set up for your children or your grandchildren?

 

  1. List for us some of your Hobbies, Books, and Restaurants.

 

  1. Would you be so kind as to share with us both your and your spouse’s/partner’s Birthday?  Anniversary?

 

  1. Who do you know that might be in need of our services?