Needs Assessment | Clear Vision Coaching

Fields marked with an * are required

Contact Information

First Name *

Last Name *

Email *

Phone

Company

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Current Situation

Please describe your current home life situation *

Please describe your current job/career situation *

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REI Experience

How long have you been investing in real estate? *

How many rental properties do you currently own? *

Single family rentals? *

Multifamily rentals? *

How many rehab/flip projects have you completed? *

How many wholesale REI transactions have you completed? *

Do you buy/sell RE notes? *

What methods have you used to find and purchase properties?

If checked "Other" above, please describe

Are you are licensed realtor or broker? *

Have you bought RE using owner-financing strategies? *

Have you sold RE using owner-financing strategies? *

Other transaction or acquisition experience? Please describe

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Personal Goals

Please describe your desired lifestyle *

Please describe your ideal job/career situation *

Please list 3 short term personal goals (3-6 months) *

Please list 3 mid-term personal goals (1-3 years) *

Please list 3 long-term personal goals (5-10 years) *

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Business Goals

Please list 3 short term business goals (3-6 months) *

Please list 3 mid-term business goals (1-3 years) *

Please list 3 long-term business goals (5-10 years) *

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Additional Information

In your own words, what would you like to get from the Clear Vision Coaching program? *

Please share any further information you would like to include