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.