Peter Salomone - Certified Mortgage Planner
 
TELL ME ABOUT YOU
My commitment to you is to help you make informed choices about your financing options when buying a home or refinancing your current mortgage.  You can help me do that by completing this brief questionnaire prior to our consultation appointment.  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 consultation, I will work with you to outline your goals, analyze your current purchasing power and then recommend several different strategies that will enable you to achieve your goals. 

Name:
Email Address:
Telephone:
Best Time to Contact:
Comments:
1.
Are you a homeowner?
Yes No

2.
What type of mortgage do you have?
3.

Do you prepare your own income tax returns?

If not, are you familiar with how the tax advantages of a mortgage work?
Yes No

 

Yes No
4.
How long do you plan to live in this house?
5.
Realistically, how much do you expect your household income to increase or decrease in the next:
2 Years Increase
Decrease

5 Years Increase
Decrease
6.
Do you foresee incurring other financial obligations within the next 5 years, such as:
A new car Yes No
Change in work time?  (Switch to part time) Yes No
A new baby? Yes No
College expense? Yes No
Other
7.
Which of the following personal goals are most important to you?  Please rank in order of importance to you with 1 being the most important and 7 being the least important.  
Building Your Net Worth
Moving to a larger home within Years
Having your mortgage paid off when you retire in years
Achieving financial freedom
Saving money to send kids to college
Investing in the stock market
Other
8.
What is most important about this mortgage to you?  Please rank in order of importance to you with 1 being the most important and 8 being the least important. 
Lowest payment
Lowest closing costs
Improve credit history
Eliminating other debt
Maximize tax benefits
Paying the loan ASAP
Lowest down payment
Other
9.
What mortgage payment do you feel comfortable making?
Per Month
10.
My current rent is:
Per Month
11.
My current mortgage payment is:
Per Month
12.
Do you currently have a household budget?
Yes No

13.
How would you best describe your financial philosophy?
Conservative
Moderate Risk Taker
Risk Taker
14.
Do you work with a financial planner?


If yes, how do you rate him/her?
Yes No



Excellent
Good
Average
15.
Do you work with a stockbroker?


If yes, how do you rate him/her?
Yes No



Excellent
Good
Average
16.
Do you work with a life insurance agent?


If yes, how do you rate him/her?


Yes No



Excellent
Good
Average
17.
Do you work with a realtor?


If yes, how do you rate him/her?


Yes No



Excellent
Good
Average
18.

Do you have a tax deferred retirement plan at work?

Do you participate in that plan?


If yes, do you maximize your contribution?
Yes No



Yes No



Yes No

19.

Have you put a will in place?


Or have you established a living trust to protect your family’s assets in the event of something happening you?

If so, how would you rate your attorney?
Yes No



Yes No



Excellent
Good
Average
20.
What is most important to you about working with a lender?

Thank you for taking the time to answer these questions.  I look forward to calling you and working with you to choose the best mortgage financing options for your own personal situation.

  

 

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