These are the checklists related to Goals.
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- Complete "First Meeting: Your Real Estate Goals" checklist
- Define my goal: Purchase a Nomad property that will ultimately be a rental in the next 3 months.
- Define my goal: Purchase a owner-occupant property in the next 3 months.
- Define my goal: Purchase an investment rental property (without a partner) in the next 3 months.
- Partnership Define my goal: Purchase an investment rental property with a partner in the next 3 months.
- 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.
- 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".
- Review my goals
- 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.
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