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Thank you for your interest!

We are very eager to work with you and also realize your time valuable.  To make the best recommendation in a timely manner, it is important that we have as much information as possible when we meet.  Below please find a list of items that would be helpful and would make our consultation productive.  


  • Personal Tax Returns (all pages) for the last 3 years

  • Personal Financial Statement (form below)

  • if applicable Business Tax Returns for the last 3 years (all pages)

  • if applicable Year to date financial statements (P&L and Balance Sheets)

  • Property information (income & expenses)

    • Rent Roll (form below)

    • Taxes

    • Insurance

    • Utilities

    • Management fees

Please know that any information you share with us is strictly confidential and constitutes no obligation on your part.

Rent Roll form

Personal Financial Statement form

Request a free consultation

Thank you! We will contact you shortly to schedule a free consulation.

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