Thank you for the opportunity to serve you! In order to have the most focused analysis prepared, please complete this form prior to our meeting/call. Thank you, Giuseppe Battaglioli Name* First Last Email* Phone1. What is the best way to communicate with you? Phone Email Text 2. Which of the following personal goals are most important to you?Please check all that apply: Pay down debt Increase monthly cash flow Creating a monthly budget Start a savings plan Building your net worth Moving to a larger home Having your mortgage paid off when you retire Saving money to send kids to college Other Move to a larger home within how many years? In how many years do you plan to retire? Other personal goals: 3. There are many ways to structure your mortgage and the associated risks and benefits of certain types of loans. When looking at the following, please check the top 5 things that are important to you: Monthly Payment Total closing costs/fees paid at closing Down Payment Overall cost of borrowing Improve credit history Eliminating other debt Paying the loan off ASAP Avoid Mortgage Insurance Have a fixed monthly mortgage payment Other Other: 4. How would you best describe your financial philosophy? Conservative Moderate risk taker Risk taker 5. Do you have a tax deferred retirement plan at work? Yes No Do you participate in that plan? Yes No If yes, do you maximize your contribution? Yes No What are your top 2 favorite restaurants? What are your favorite sports teams? If applicable, would you mind sharing your wedding anniversary? What are your favorite desserts? Is there anything we should know to make sure we provide you with a 5-Star experience through this transaction?
