Share your goals with me so I can uncover opportunities to help you financially. It will only take a few seconds... Your Name Fin Goal My next financial goal is.. Establish a 3-6 mo emergency savings Reduce or payoff debt Maximize retirement savings Save for college Prepay or payoff mortgage Invest (real estate, stocks, bonds, etc.) Retire Buy Timing I expect to buy another home... Now Within 6 mo In the next 12 mo 2-4 years 5+ years I would like to access my equity once my equity has reached: (thru refinance or home equity loan) Equity $ I would like to refinance when I can reduce my monthly payment by at least: Refi Savings Who do you know considering: • buying a home • selling a home • refinancing a mortgage • reducing debt • maximizing equity • improving financially Referral Name & Number I am interested in the following free resources: (select as many as you would like) Resources Equity Transition Planning Refinance Analysis Things to Consider When Buying a Home Guide Things to Consider When Selling Your House Guide The Point of Money written by Scott Wynn Free Appraisal Voucher Mortgage & Money Checkup Call None What else? Submit