CA mortgages : CA mortgage rates and home loans

Debt, Equity & Goals Assessment

My commitment is to help you make informed choices about your
financing options when buying a home, refinancing or line of credit.
You can help me do that by completing this brief questionnaire.
There are many different ways to finance a home, but to find the
best option for you we must take into consideration your long and
short term financial and investment goals as well as your payment
and equity objectives. During our conversations, I will work with
you to analyze your current purchasing power and then recommend
several strategies that will enable you to achieve your goals.

Title of this group of fields

*Name:
*Email:
*Phone:
*Type of loan requested: :
*What is your current age?:
*Years until financial freedom?:
*How much do you owe in non-mortgage debt?:
*What are your total monthly payments?:
*How many years without an auto loan?:
*Approx value of your retirement assets?:
*Value of cash equivalents in checking, savings etc:
*Avg rate of return on assets?:
*What is your annual saving goal?:
*Did you meet/exceed your savings goal?:
*Value of your real estate holdings?:
*What are your real estate investment goals?:
*What types of mortgage programs have you had?:
*What you liked best about last mortgage program?:
*What you liked least about last mortgage program?:
*Planning any major purchases in next 12 mths?:
*How much life insurance do you have?:
*Do you expect your income to increase in future?:
*Who is your CPA?:
*How likely are you to refer people to your CPA?:
*Who is your Financial Planner?:
*How likely are you to refer people to your FP?:
*Who is your Realtor?:
*How likely are you to refer people to your Realtor:
*Who is your Trust Attorney?:
*How likely are you to refer people to your TA?:
*Any friends/family thinking about buying home?:
*What mortgage payment are you comfortable making?:
*My current rent/mortgage payment is?:
*Do you currently have a household budget? :

Note: Fields with an * are required