Checklist Tags

These are the checklists related to Goals.

When you click on the task, you can also see the tags that task is filed under. You can also click on the tag to see other tasks with that tag.

1. Complete "First Meeting: Your Real Estate Goals" checklist
   Complete the "First Meeting: Your Real Estate Goals" checklist:

   https://RealEstateFinancialPlanner.com/your-real-estate-goals/

   ASAPFirst MeetingFirst Meeting: Your Real Estate GoalsGoalsUltimate Nomad ChecklistWeek 1

2. Define my goal: Purchase a Nomad property that will ultimately be a rental in the next 3 months.
   Define your goal for your next Nomad property to move into that will ultimately become a rental after at least a year.

   A suggestion might be: Purchase a Nomad property that will ultimately be a rental in the next 3 months.

   ASAPFirst Meeting: Your Real Estate GoalsGoalsUltimate Nomad ChecklistWeek 1

3. Define my goal: Purchase a owner-occupant property in the next 3 months.
   Define your goal for your next owner-occupant property to move into.

   A suggestion might be: Purchase an owner-occupant property that I will move into within the next 3 months.

   ASAPFirst Meeting: Your Real Estate GoalsGoalsUltimate Nomad ChecklistWeek 1

4. Define my goal: Purchase an investment rental property (without a partner) in the next 3 months.
   Define your goal to buy an additional non-owner-occupant rental property without a partner.

   A suggestion might be: Purchase an investment rental property (without a partner) in the next 3 months.

   ASAPFirst Meeting: Your Real Estate GoalsGoalsUltimate Nomad ChecklistWeek 1

5. Partnership Define my goal: Purchase an investment rental property with a partner in the next 3 months.
   If this is for a partnership, define your partnership goal.

   A suggestion might be: Purchase an investment rental property with a partner in the next 3 months.

   ASAPFirst Meeting: Your Real Estate GoalsGoalsPartnershipsUltimate Nomad ChecklistWeek 1

6. Discuss your goals with your Real Estate Broker
   During your meeting with your Real Estate Broker discuss your goals and your plan to achieve them.

   Some common discussion points include:

   • What you're committed to achieving (not just wishing you could achieve)
   • Finding an owner occupant property
   • Finding a Nomad property
   • Nomad investing plan to acquire rentals and/or catch up for retirement
   • Finding a buy and hold property
   • Finding a properties where you can put a Lease-Option Tenant-Buyer in it
   • Finding a fix and flip property
   • Finding creative off-market transactions
   • Model Nomad with calculator and on-going discussions
   • Clients can schedule a time with me to discuss their personal goals regularly

   Mark this task as complete when you've discussed your goals with your Real Estate Broker.

   ASAPFirst Meeting: Your Real Estate GoalsGoalsUltimate Nomad ChecklistWeek 1

7. Create "Future Narrative"
   Take an afternoon and create your own "Future Narrative" of what you'd like your life to look like.

   Reference the following resources for more information: https://RealEstateFinancialPlanner.com/goal-setting-classes/

   You'll be reviewing your "Future Narrative" weekly.

   Mark this task as complete once you've created your own "Future Narrative".

   ASAPFirst Meeting: Your Real Estate GoalsFuture NarrativeGoalsUltimate Nomad ChecklistWeek 1

8. Review my goals
   Review your goals (at a minimum each month).

   GoalsUltimate Nomad ChecklistWeek 10Week 14Week 18Week 2Week 22Week 26Week 30Week 34Week 38Week 42Week 46Week 50Week 54Week 6

9. Review my "Future Narrative"
   Review my own "Future Narrative" to remind myself about my why, my how and what obstacles I am committed to overcoming.

   Do this at a minimum once a month.

   Mark this task as complete once you've reviewed your "Future Narrative" this month.

   ASAPFuture NarrativeGoalsUltimate Nomad ChecklistWeek 1Week 10Week 11Week 12Week 13Week 14Week 15Week 16Week 17Week 18Week 19Week 2Week 20Week 21Week 22Week 23Week 24Week 25Week 26Week 27Week 28Week 29Week 3Week 30Week 31Week 32Week 33Week 34Week 35Week 36Week 37Week 38Week 39Week 4Week 40Week 41Week 42Week 43Week 44Week 45Week 46Week 47Week 48Week 49Week 5Week 50Week 51Week 52Week 53Week 54Week 55Week 56Week 57Week 58Week 59Week 6Week 60Week 61Week 62Week 63Week 64Week 7Week 8Week 9