Luminate Home Loans

Real Estate Financial Planning Questionnaire

Name:

Email:

Phone:

1. How long have you been in your home?

2. When you move, will it be to purchase in a different location? Different size of home?

3. What's your estimate mortgage balance? Home value? Payment (PITI)? Mortgage insurance?

4. How long do you plan on staying in this home? (If this is soon, STOP questioning and focus on the immediate need, we'll come back to rest at a later date)

5. When you move, will it be to purchase in a different location? Different size of home?

6. Tell us about your financial goals? Immediate, 2-5 years, 5+ years?

7. Do you have a retirement plan/portfolio? How much do you have saved so far?

Retirement age?

Want monthly income when retired?

8. Estimated Liquid Assets (Bank & Savings Accounts)?

9. How many children do you have and what are their ages?

Have you/they saved for college?

10. Do you need to plan on financially caring for your parents? Ages?

Do your parents own their home?

What financial help will you need to provide?

11. Any credit card debts? Car debts? Other?

Type of Debt:

Amount of Debt:

10. Any immediate need for cash (New car, support family, start a business, school, etc.)?

What?

How much?

11. Who is your insurance provider? When was the policy last reviewed?

12. Do you have an estate plan?

13. Are you currently working a financial planner? If yes, who?

14. Any other goals we should consider (second home, wedding, etc.)?

Real Estate Financial Planning Questionnaire

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