Retirement Calculation Form

1

Name* This field is required.

First Name

Last Name

2

Email* This field is required.

example@example.com

3

Phone Number* This field is required.Include your country code

4

What is your annual household income?* This field is required.

<$75K

$75K – $150K

$150K – $250K

$250K+

5

How much of your regular monthly income can you put towards building passive income?* This field is required.

<$500

$500 – $1,000

$1,000 – $2,000

$2,000 – $3,000

$3,000+

6

If you own any real estate (personal or investments), how much equity do you have?* This field is required.

<$50K

$50K - $100K

$100K – $150K

$150K – $250K

$250K+

I don't own real estate currently

7

How much do you currently have in retirement accounts (401k, IRA, etc)?* This field is required.

<$50K

$50K – $100K

$100K – $150K

$150 – $250K

$250K – $350K

$350K+

8

How much monthly income would you need to feel financially free?

$5K per month

$10K per month

$20K per month

$20K per month+

9

Are you currently generating any passive income? If so, how much per month?* This field is required.

<$1,000 per month

$1K – $2K per month

$2K – $3K per month

$3K – $4K per month

$4K – $5K per month

$5K per month

I don't have passive income yet

10

Do you believe your current plan will realistically get you there in the timeframe you want?* This field is required.

Very confident

Somewhat confident

Not confident

11

If there were a faster, more predictable way to reach your goal using real estate, how interested would you be?* This field is required.

Very interested

Open but cautious

Just exploring

12

utm_source

13

Annual income buying power amount

14

Annual income number

15

Equity buying power

16

Equity buying power number

17

Retirement account buying power

18

Retirement account buying power number

19

Current passive income

20

Monthly passive goal

21

Monthly income need (goal - current passive income)

22

Years to passive income goal

23

Year 1 Buying Power

24

Cost Per Home Assumption

25

# of Homes in Year 1

26

Year 2 Buying Power

27

# of Homes in Year 2 (Total)

28

Year 3 Buying Power

29

# of Homes in Year 3 (Total)

30

Year 4 Buying Power

31

# of Homes in Year 4 (Total)

32

Year 5 Buying Power

33

# of Homes in Year 5 (Total)

34

Year 5 Passive Income (number)

35

Year 6 Buying Power

36

# of Homes in Year 6 (Total)

37

Year 6 Passive Income (number)

38

Year 7 Buying Power

39

# of Homes in Year 7 (Total)

40

Year 7 Passive Income (number)

41

Year 8 Buying Power

42

# of Homes in Year 8 (Total)

43

Year 8 Passive Income (number)

44

Year 9 Buying Power

45

# of Homes in Year 9 (Total)

46

Year 9 Passive Income (number)

47

Year 10 Buying Power

48

# of Homes in Year 10 (Total)

49

Year 10 Passive Income (number)

50

Response Paragraph #1

51

Response Paragraph #2

52

Response Paragraph #3

53

# of Years to 10K

54

Exact Passive Income at retirement

55

# of homes at 10K

56

Condensed Game Plan