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Accelerated Strategies Financial Assessment - Card Layout - LIVE

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    Accelerated Strategies Logo

    Complete Your Financial Assessment

    Please complete the form by clicking the arrow in the bottom right corner of the page.

     

    The numbers you provide will help us generate an estimated payoff timeframe based on our cash flow strategies. By submitting this form, you acknowledge that this is merely an estimate. The closer your numbers are to reality, the more accurately we can project your estimated payoff.

     

    You may save your progress anytime by clicking the "Save" button at the bottom of the page. There will be no request for sensitive personal information, and your data will be used solely for the estimated payoff analysis using our cash flow strategies. All information will remain PRIVATE and CONFIDENTIAL.

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    The {name:last} Household's Financial Assessment

     

    {name:first}, please fill out the below form to the best of your ability. If needed, you may save and come back to this form. by clicking save at the bottom of the page.

    The info provided will never be shared and is exclusively for the purpose of helping you determine potential results using our cash flow strategies. Your Information Will be kept PRIVATE and CONFIDENTIAL

    We do not expect the numbers will be exact, but the more accurate, the more productive your consultation will be.

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    Same one you used to book your appointment
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    (If you have more than one, please have info prepared for other mortgages for the appointment)
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    Payment MUST include principal, interest, taxes and insurance
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    15, 20, 30, 40 Years
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    If you do not know the exact, try your best to provide estimates Tip: Tables may scroll. Fill out all rows to complete your response.
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    If you are SELF-EMPLOYED, we recommend you have your last two years' tax returns available at the appointment time. Having this information will allow us to better prepare for our upcoming appointment.

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    Adjusted Gross Income if Self Employed
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    Take home after taxes
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    Combined balances in Checking, Savings, and Cash on hand, etc..
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    Combined balances in 401k, IRA, investment accounts, etc...
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    You may also share any other relevant information you want your qualification specialist to know during the call.
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    This is NOT a Credit or a Loan Application Qualification Process. We are NOT performing a credit check or an inquiry on your credit report. We ask for your credit score to determine your qualification for our services. It will help us identify the best strategy for you.
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    Thank you, {name:first}!

    If there is a spouse or partner involved in your financial journey, we invite them to join us during the appointment. It's a great way for everyone to stay on the same page.

    We look forward to meeting you to learn about your financial goals so we can determine if the Accelerated Payoff strategy makes sense for you!

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