Where Do You Actually Stand With Your Housing Right Now?
This 3-minute Ownership Snapshot helps me understand your current position so I can give you thoughtful guidance when we talk.
Hi, I'm Justin Moorehead.
I help West Michiganders step back, evaluate their position, and make thoughtful housing decisions. Your answers are private and are only reviewed by me to prepare for your Clarity Session.
Who should this snapshot be associated with?
So we align your answers with the right household and plan accurately.
Your Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Additional Decision Maker's Info:
First, which best describes you? (Choose your path)
*
I currently own my home.
I do not currently own.
SECTION 1 — Current Ownership Position
Provide your current home and financial details.
Property Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Estimated home value
*
Approximate remaining mortgage balance
*
Current interest rate (%)
*
Monthly mortgage payment (PITI if known) (USD)
Other Properties (If Any)
Many homeowners today have additional properties such as rentals, cabins, land, or inherited homes. This helps us understand your full position.
Do you own any additional properties beside your primary home? Check all that apply.
*
No
Yes - rental property
Yes - vacation / second house
Yes - land
Yes - inherited property
Yes - other
How many additional properties do you currently own?
1
2
3+
Which of these best describes the situation?
Producing rental income
Vacant / underused
Needs repairs or upgrades
Planning to sell in the next few years
Not sure what the long-term plan is
Would you consider selling or restructuring any of these properties in the next 1-3 years?
Yes
Possibly
No
Any additional details about these properties you'd like to share:
How does your household money flow look right now?
This helps us understand the financial structure around your home so we can give you better guidance.
Household take-home monthly income
*
Under $6k
$6–10k
$10–15k
$15k-20K
$20K+
After your essential expenses are covered, how much breathing room do you typically have left each month?
*
None / negative
Less than $500
$500–$1,500
$1,500–$3,000
$3,000-$5000
$5,000+
Which of these best describes your financial position right now?
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Comfortable and stable
Fine, but tighter than I’d like
Actively trying to create more breathing room
Feeling financially stretched
How does your housing cost feel relative to your overall finances?
*
Very manageable
Manageable but noticeable
Heavier than I'd like
Feels like a major financial weight
SECTION 1 — Current Housing Position
Share your experience and alignment with your current housing situation.
What best describes your current situation?
*
Renting month-to-month
Renting with lease end date
Living with family / temporary housing
Other
Lease End Date
Current monthly rent
*
Estimated Monthly Utilities
After covering your essential monthly expenses (housing, utilities, minimum debt, transportation), how much room do you typically have left?
*
Very little or none
Some, but tight
Comfortable surplus
Strong surplus
Not sure
SECTION 2 — Fit & Friction
Share your experience and alignment with your current living situation.
On a scale of 1–10, how well does your current home support your current season of life?
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It clearly no longer fits.
1
2
3
4
5
6
7
8
9
It fully supports how we want to live.
10
1 is It clearly no longer fits., 10 is It fully supports how we want to live.
What feels most misaligned? (Select up to 2)
Monthly payment pressure
Space/layout
Location
Maintenance burden
Equity trapped
Relationship/life stage shift
Just unsure
SECTION 3 — Financing Readiness
Provide understanding of your current financial positioning.
Household take-home monthly income
Under $6k
$6–10k
$10–15k
$15-20k+
$20k+
Estimated cash savings available for home purchase
Under $5,000
$5,000–$15,000
$15,000–$30,000
$30,000–$60,000
$60,000+
Unsure
Do you currently have savings set aside specifically for a down payment?
*
Yes
No
Partially
Not Sure
Have you spoken with a mortgage lender
*
Fully pre-approved
Pre-qualified
Early conversation
Not Yet
Working on credit
Do you know what monthly payment range feels comfortable to you?
*
Yes and I'm clear
Rough idea
Not sure
SECTION 3 — Positioning Awareness
Reflect on your understanding of your real estate options.
Have you run the real numbers on:
What selling would cost
What buying would cost
Rental viability
Renovation cost to fix friction
None of the above
Would you like a clear breakdown of what those numbers actually look like?
Yes
No
Would you consider keeping this property as a rental?
Yes
No
Maybe
Haven’t thought about it
If we mapped structured options, your instinct is:
*
Move within 12 months
Explore options, no urgency
Stay and optimize
Not sure
SECTION 4 — Alignment & Readiness
Gauge your household’s alignment and readiness for next steps.
If a change made sense financially, when would you ideally move?
*
Within 3 months
3-6 months
6-12 months
1-2 years
2+ years
If nothing changed with your housing situation for the next 3 years, how would that feel?
*
Frustrating and/or costly
1
2
3
4
5
6
7
8
9
Completely fine.
10
1 is Frustrating and/or costly, 10 is Completely fine.
How aligned are decision-makers in your household about what to do next?
Not aligned at all.
1
2
3
4
5
6
7
8
9
Fully aligned.
10
1 is Not aligned at all., 10 is Fully aligned.
What outcome would feel like progress right now?
*
(1–2 sentences max)
Submit
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