Purchase Planning Worksheet

My commitment is to help you make informed choices about your financing options when buying a home. You can help me do that by completing this brief questionnaire prior to our application appointment. There are many different ways to finance a home, but to find the best option for you we must take into consideration your long and short term financial and investment goals as well as your payment and equity objectives. During our consultation, I will work with you to outline your goals, analyze your current purchasing power and then recommend several different strategies that will enable you to achieve your goals.

Complete the form below and press the submit button. Fields marked with an * are required.

 Yes
 No
 Yes
 No
Existing Mortgages
 Yes
 No
Realistically, how much do you expect your household income to increase or decrease in the next...?
 A new car
 A new baby
 Change in job
 College expense
Which of the following personal goals are most important to you?Please rank in order of importance to you with 1 being the most important and 5 being the least.
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What is most important about this mortgage to you?Please rank in order of importance to you with 1 being the most important and 8 being the least.
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 Conservative
 Moderate risk taker
 Risk taker
 Yes
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 Excellent
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 Poor
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 Excellent
 Good
 Average
 Poor
 Yes
 No
 Yes
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 Yes
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 Yes
 No
 Yes
 No
 Yes and I participate
 Yes, but I don't participate
 No
 Yes
 No
 Yes
 No
 Trust
 Will
 Excellent
 Good
 Average
 Poor
 Yes
 No
 Yes
 No
*
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