Checklist Tags


These are the checklists related to First Meeting: Your Real Estate Goals.

The following tasks are all about discussing your goals with your Real Estate Broker at the First Meeting.

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
  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. Schedule on your calendar when you'll do this week's tasks from your Future Narrative
    You're much more likely to follow through on your goals if you plan out when you'll do the steps to achieve them.

    So, take a moment to schedule out on your calendar when you'll actually do the tasks for this week on your calendar. Make an appointment with yourself to do them. If you need to reschedule one, reschedule it (don't delete it).

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