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  • Fire My Mortgage

    Fire My Mortgage

    Client Introductory Information Sheet please fill out completely. (allow 20-25 minutes to complete info)

  • Instructions for Completing Your FIRE MY MORTGAGE Information Sheet

    Thank you for choosing FIRE MY MORTGAGE. To ensure we provide you with the best service possible, please carefully follow these instructions when filling out your information sheet:

    Accuracy is Key: Please provide accurate and complete information for all fields. This will help us tailor our services to your specific needs and goals. Items that do not apply you can skip or enter "0".


    Double-Check Your Details: Review your entries for any errors or omissions before submitting the form. Accurate data ensures a smooth and efficient process.


    Confidentiality Assured: Rest assured that all information you provide will be kept confidential and used solely to assist you in achieving your financial objectives.


    If you have any questions or need assistance while filling out the form, feel free to contact us. We appreciate your cooperation and look forward to working with you.

    • CONFIDENTIALITY AGREEMENT (required) 

    • Mutual Confidentiality Agreement:

      We are committed to safeguarding your personal information and ensuring it remains strictly confidential. We will only discuss your situation with individuals you have expressly authorized.

      • Your data is used soley as a tool to guide your progress.
      • We do not share your personal information
      • We do not sell your information

      In return, by completing the following questionnaire, you agree to maintain the confidentiality of any privileged information shared with you about our Zero Debt Strategy. This includes the commitment to not:

      • Disclose our privileged information to any third party;
      • Use our privileged information to compete against us;
      • Use our privileged information in any manner that could harm us; and/or
      • Utilize our privileged information for personal business advantage.
  • FIRE MY MORTGAGE

    FIRE MY MORTGAGE

    Client Introductory Information Sheet (allow 20-25 minutes to complete info)
    • PERSONAL CONTACT INFORMATION 
    •  -
    •  - -
    •  -
    •  - -
    • PRIMARY HOME INFORMATION:  
    • INCOME INFORMATION: APPLICANT #1 
    • INCOME INFORMATION - APPLICANT #2 
  • FIRE MY MORTGAGE

    FIRE MY MORTGAGE

    Client Introductory Information Sheet
    • MORTGAGE INFORMATION 
    • 2ND MORTGAGE INFORMATION:  
  • FIRE MY MORTGAGE

    FIRE MY MORTGAGE

    Client Introductory Information Sheet

  • MONTHLY EXPENSES (pg. 1)

    ALL of your information is kept confidential, please fill in your average monthly expenses:
    • VEHICLE INFORMATION - 1 
    • VEHICLE INFORMATION - 2 
    • VEHICLE INFORMATION - 3 
    • VEHICLE INFORMATION - 4 
    • Total Vehicle Payments 
  • FIRE MY MORTGAGE

    FIRE MY MORTGAGE

    Client Introductory Information Sheet

  • MONTHLY EXPENSES (pg. 2)

    ALL of your information is kept confidential, please fill in your average monthly expenses:
    • CREDIT CARD - 1 
    • CREDIT CARD - 2 
    • CREDIT CARD - 3 
    • CREDIT CARD - 4 
    • CREDIT CARD - 5 
    • Total Credit Card Payments 
  • FIRE MY MORTGAGE

    FIRE MY MORTGAGE

    Client Introductory Information Sheet

  • MONTHLY EXPENSES (pg. 3)

    ALL of your information is kept confidential, please fill in your average monthly expenses:
    • HOUSEHOLD 
    • RECREATION 
    • INSURANCE 
  • FIRE MY MORTGAGE

    FIRE MY MORTGAGE

    Client Introductory Information Sheet

  • MONTHLY EXPENSES (pg. 4)

    ALL of your information is kept confidential, please fill in your average monthly expenses:
    • TRANSPORTATION 
    • FAMILY 
    • CHARITABLE GIVING 
    • FOOD  
  • FIRE MY MORTGAGE

    FIRE MY MORTGAGE

    Client Introductory Information Sheet

  • MONTHLY EXPENSES (pg. 5)

    ALL of your information is kept confidential, please fill in your average monthly expenses:
    • PERSONAL 
    • LEGAL 
    • HEALTH 
    • SAVINGS 
  • FIRE MY MORTGAGE

    FIRE MY MORTGAGE

    Client Introductory Information Sheet

  • QUICK SUMMARY

    Please review the following to see if what we have represents your actual budget:
  • FIRE MY MORTGAGE

    FIRE MY MORTGAGE

    Client Introductory Information Sheet

  • Thank you {primaryName} & {secondaryName},

    We appreciate your effort and are excited to meet with you soon. It's an awesome first step. Your details will help us tailor our discussion to better suit your needs and goals.

    We look forward to our upcoming meeting and exploring how we can assist you on your journey to financial freedom.

    If you have any questions or need further assistance before our meeting, please don't hesitate to reach out.

    FIRE MY MORTGAGE

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