Your Financial Inventory

The Launch Pad For Your Dreams

How do you turn what you have into what you want?

A Plan

In simple terms,you establish where you are, determine where you want to go, measure the distance betwen the two, and your work is cut out for you.

So let's start with this financial inventory. Fill it out and we'll even help you set realistic goals and a strategy to achieve them.

How much "money in the bank" do you wish to have in the year 2005, 2010, or 2020? The decisions you make in this transaction are likely to effect your financial health for the rest of your life.

There are many ways to invest your money to reach your goals. Most everyone agrees that real estate is the smartest long term investment to have in your financial portfolio. The shorter term goal of completing a real estate transaction should have heavy consideration for your overall life plan.

After we've evaluated your current inventory and goals together with you, the next step is planning and timing your financial growth with the real estate market and, if you choose, other vehicles for financial growth.

Let us know if you have any questions or need assistance in completing the inventory.

There's no reason to postpone your dreams. Let's build your future together.

Please sign in by typing in:
your name
the state you want to live in
your email address

Inventory

Assets

Your family -- please enter the number of individuals (including yourself) in your household

Please enter the dollar value of liquid assets -- monies that have been in a bank account for longer than 3 months.

Semi-liquid assets -- stocks, bonds, cd's or other securities.

Dollar value of real estate for sale (if any)

Value of any other real estate

Value of any personal property you have for sale -- car, boat, etc.

Projected assets to be received -- if you expect to receive a gift from a relative, an inheritance, an insurance settlement or other monies please indicate the dollar value and a brief description of the source.

Income

Yourself
Your primary income is derived from

Have you received a steady income from this source for
Less than two years
More than two years

Enter the dollar amount of your annual base income. (Please do not include any overtime, bonuses, or other income here.)

Enter the dollar amount of any other income and a brief description of where it comes from (overtime, second job, dividends, interest, social security, pension plan, etc.)

Your Spouse (or co-person)

Please enter any other individual's name you wish to consider in your plan, and their relationship to you (husband, wife, mother, etc.)

Their income is derived from

Has your co-person received a steady income from this source for
Less than two years
More than two years

Enter the dollar amount of your annual base income. (Please do not include any overtime, bonuses, or other income here.)

Enter the dollar amount of any other income and a brief description of where it comes from (overtime, second job, dividends, interest, social security, pension plan, etc.)

Is there anything else relevant to income?

Liabilities

Monthly auto payment

Monthly minimum required credit card payments (Even if you pay all credit cards in full each month, try to add together the "minimum payments" required by each company.

The balance on any mortgage to be paid-off.

The monthly payment (including taxes, insurance, mortgage insurance, association fees) on any mortgage that will not be paid-off.

Any other monthly installment debt or court ordered obligations (like personal loans, child support, etc.)

What you want

Housing

When would you like to move?

If you have not already provided us with information on the type of housing you desire (number of bedrooms, number of bathrooms, garage size, importance of schools, or other similar information, please do so here

Well, that wasn't so bad was it? With this information, we can work as a team to devise a solid plan for your immediate and longer term goals. Please press the "submit" button. Depending on your desires and the complexity of your plan, we will contact you as soon as possible.

Thank you.

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