Strategy Session 
Let's explore if we can help you reach your goals

Start Here
 
First, let's go over your contact information so we can get in touch and schedule our strategy session

 
What's your first name? *

 
Hi {{answer_29277515}}. What's your last name?

 
And what's the best phone number to reach you, {{answer_29277515}}?

The strategy session will be conducted over the phone (Numbers only, please)
 
Where did you hear about Investing Architect?

 
So we can be most effective during our strategy session, next we will ask some questions about your investing challenges, goals, and resources

 
Do you currently own any investment real estate?


 
Tell us a little bit about your current investments

Location
Property type (single family, multifamily, commercial)
How Long have you owned them
Positive or Negative cashflow
 
What's the main reason you want to invest in real estate?


 
What's your net worth goal?

 
What's your retirement income goal?

 
What's your biggest capital challenge right now?


 
In what market are you currently looking to invest?

Also, please tell us more about the challenges you have encountered in that market
 
How much capital are we looking to invest?

The amount of capital to invest often affects the type of investment you will have access to

 
What was your annual adjusted gross income last year?

Income is one of the most important wealth building tools.

 
Anything else you'd like me to know?

Thanks for completing the strategy session application, {{answer_29277515}}

We will be in touch very soon
all done
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