Housing Goals Assessment

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* 1. How satisfied are you with your current living situation?

1 - Extremely Unsatisfied

5 - Extremely Satisfied

1 - Extremely Unsatisfied

5 - Extremely Satisfied

What has to happen to make it a 5?

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* 2. How satisfied are you with each of the following?

	1 - Extremely Unsatisfied	2	3	4	5 - Extremely Satisfied
Kitchen and Bathrooms	Kitchen and Bathrooms 1 - Extremely Unsatisfied	Kitchen and Bathrooms 2	Kitchen and Bathrooms 3	Kitchen and Bathrooms 4	Kitchen and Bathrooms 5 - Extremely Satisfied
Bedrooms	Bedrooms 1 - Extremely Unsatisfied	Bedrooms 2	Bedrooms 3	Bedrooms 4	Bedrooms 5 - Extremely Satisfied
Backyard	Backyard 1 - Extremely Unsatisfied	Backyard 2	Backyard 3	Backyard 4	Backyard 5 - Extremely Satisfied
Main Living Spaces	Main Living Spaces 1 - Extremely Unsatisfied	Main Living Spaces 2	Main Living Spaces 3	Main Living Spaces 4	Main Living Spaces 5 - Extremely Satisfied
Location and Neighborhood	Location and Neighborhood 1 - Extremely Unsatisfied	Location and Neighborhood 2	Location and Neighborhood 3	Location and Neighborhood 4	Location and Neighborhood 5 - Extremely Satisfied
Homeowners Association Management	Homeowners Association Management 1 - Extremely Unsatisfied	Homeowners Association Management 2	Homeowners Association Management 3	Homeowners Association Management 4	Homeowners Association Management 5 - Extremely Satisfied
Homeowners Association Amenities	Homeowners Association Amenities 1 - Extremely Unsatisfied	Homeowners Association Amenities 2	Homeowners Association Amenities 3	Homeowners Association Amenities 4	Homeowners Association Amenities 5 - Extremely Satisfied

What's the MAIN thing you'd change to achieve your ideal living situation?

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* 3. What Improvements have you made to your existing home?

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* 4. Which of the following have you completed?

Recorded a Homestead for my Primary Residence

Verified my property tax rate is appropriately capped

Established a plan in the event any of the property owners were to die

Reviewed Major systems annually (Roof, HVAC, Plumbing) for projected remaining useful life and failure risk

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* 5. How likely are you to experience any of the following events in the next 3-5 years? (Marriage, Divorce, Children, Career Change, City Relocation)

Extremely Unlikely

Unlikely

Possibly

Likely

Extremely Likely

Extremely Unlikely

Unlikely

Possibly

Likely

Extremely Likely

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* 6. How long ago did you obtain your current loan?

0-2 years

3-5 years

5+ years

What is your current Loan Balance and Interest Rate?

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* 7. What is your estimated Home Equity? (Current Value less loan balance)

Less than $0

$0 - $50,000

$51,000 - $150,000

$151,000 - $250,000

$251,000 +

I don't know

What do you believe your home is worth?

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* 8. What's your current Monthly Housing Cost? (i.e. Rent OR Mortgage interest + Taxes + HOA Dues + Insurance + Maintenance and Repairs)

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* 9. What's your current estimated Monthly Housing Benefit? (mortgage principal reduction plus appreciation)

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* 10. How would you describe your PRIMARY housing goals over the next 10-15 years?

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* 11. What information would be helpful for you to further evaluate your housing goals? (Check all that apply)

How much cash could I NET from a sale of my home now?

What are the experts are saying about the direction of housing prices?

What are the costs and financing options for home renovations and improvements?

How can I refinance my existing mortgage to reduce monthly mortgage payments?

What could I buy right now to improve my living situation?

What does it take to invest in rental properties?

What would it look like to keep my existing property as a rental should I move?

Other (please specify)

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* 12. Name and contact information

Name

Company

Address

Address 2

City/Town

State/Province

ZIP/Postal Code

Country

Email Address

Phone Number