Annual Review Questionaire

Thank you for taking the time to complete this questionaire. Our objective is to provide you with the best advice and to surround you with a “Wealth Management Team” to help you reach your personal and financial goals. By completing this questionnaire, you will be helping us better understand your current and future financial needs. This information will be held in strict confidence and will not be shared unless authorized by you. After completing this survey, please contact us to schedule a time to discuss your answers. Thank you for choosing Cornerstone Home Loans and CashflowCoach, we appreciate our relationship with you!

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First Name
Last Name :
Company :
Email :
Home Phone :
Work Phone :
Mobile Phone :
Best Way to Contact:
Address 1 :
Address 2 :
City :
State :
Zip :

Have there been any changes in your financial situation since your last home loan with us?

Yes No

If yes, what?

Have you obtained a home equity loan or equity line of credit since we strectured your most recent mortgage?

Yes No

If yes, in what amount?

What real estate and leading needs and goals do you have in the next 1-2 years?

Are you interested in hearing about investment real estate ideas and opportunities?

What is your best estimate for how long you might live in your current home?

1-3 Years 3-5 Years 7-10 Years 10-15+ Years

Do you currently plan on any major puchases in the next 1-2 years including car, home improvements or education?

Yes No

If yes, what and when?

Have there been any changes in your income or monthly cash-flow since your last home loan with us?

Yes No

If yes, what and how?

If I had magic dust, what are the three biggest problems that I would solve in your financial situation?

Are these problems important?

Yes No

Have you attended an Abundance Workshop?

Yes No

On a scale of 1-10 (10 being best, NA if you don't have one), please rate your current level of satisfaction in the following areas:

Income Tax Preparation

Would you recommend your tax professional? If yes, who is it?

Financial Advisor

Would you recommend your advisor? If yes, who is it?

Investments Strategy

Would you recommend your fund manager? If yes, who is it?

Estate Plan/Will

Would you recommend your attorney? If yes, who is it?

Think You Don’t Have Enough Money To Invest For The Future? We Can Help.

CashFlow Priority Model Puts The Power Of Your Money To Work For You