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

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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

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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