Client Questionnaire Name Email Phone Are you prequalified with a lender? YesNo Do you have a method to budget your expenses? YesNo Do you have a financial advisor? YesNo Do you have a savings for closing costs? YesNo Have you done any research on the home buying process? YesNo Have you started planning for retirement? YesNo If so, what have you started doing? Do you want to learn more about wealth building? YesNo If so, what do you want to learn most? Please rate your knowledge of your financial literacy on a scale of 1-5, 5 being the highest 12345 Do you believe owning your own home can bring you great wealth in the future? YesNo Do you want to learn more about using real estate to build your own personal wealth? YesNo What is your time frame for buying a home?