Search This Website:

Home | Advertise Here | Contact Us | Internet Services | Music

Fitting Your Workshop -- Inventory & Plan

Thank you for your interest in the Real Estate Workshop.

Please sign in

If you would like someone to call you, please tell us when and where However, the Workshop is designed to help give you a coordinated effort in reaching your goals. The pace at which you progress in reaching the goals is determined by you. It may take you several weeks to cover all the bases, or you may feel ready to enter into an Agreement of Sale sooner. If you prefer to go through the form off-line, we suggest that you print out the material and fax it back to (215) 641-1781, or mail it to BROUSE, PO Box 994, Blue Bell, PA 19422.

The outline of the Workshop:

  • Determine what you have.
  • Determine what you want.
  • Determine what you need and how to get what you want.


    Determining what you have -- a financial inventory.

    How does one turn what they have into what they want? A plan is usually a good idea. The shorter term goal of completing a real estate transaction should have heavy consideration for your overall life plan. How much "money in the bank" do you wish to have in the year 2000, 2005, 2010, 2020? The decisions you make in this transaction are likely to effect your financial health for the rest of your life. We see too many individual who try to treat a real estate transaction as though it happens in a vacuum. Why not make the most of it now, so the rest of your life is easier?

    Inventory

    Assets

    Your family -- please enter the number of individuals (including yourself) in your household

    Please enter the dollar value of liquid assets -- monies that have been in a bank account for longer than 3 months.

    Semi-liquid assets -- stocks, bonds, cd's or other securities.

    Dollar value of real estate for sale (if any)

    Value of any other real estate

    Value of any personal property you have for sale -- car, boat, etc.

    Projected assets to be received -- if you expect to receive a gift from a relative, an inheritance, an insurance settlement or other monies please indicate the dollar value and a brief description of the source.


    Income

    Yourself
    Your primary income is derived from

    Have you received a steady income from this source for
    Less than two years
    More than two years

    Enter the dollar amount of your annual base income. (Please do not include any overtime, bonuses, or other income here.)

    Enter the dollar amount of any other income and a brief description of where it comes from (overtime, second job, dividends, interest, social security, pension plan, etc.)


    Your Spouse (or co-person)

    Please enter any other individual's name you wish to consider in your plan, and their relationship to you (husband, wife, mother, etc.)

    Their income is derived from

    Has your co-person received a steady income from this source for
    Less than two years
    More than two years

    Enter the dollar amount of your annual base income. (Please do not include any overtime, bonuses, or other income here.)

    Enter the dollar amount of any other income and a brief description of where it comes from (overtime, second job, dividends, interest, social security, pension plan, etc.)

    Is there anything else relevant to income?


    Liabilities

    Monthly auto payment

    Monthly minimum required credit card payments (Even if you pay all credit cards in full each month, try to add together the "minimum payments" required by each company.

    The balance on any mortgage to be paid-off.

    The monthly payment (including taxes, insurance, mortgage insurance, association fees) on any mortgage that will not be paid-off.

    Any other monthly installment debt or court ordered obligations (like personal loans, child support, etc.)


    What you want

    Housing

    When would you like to move?

    If you have not already provided us with information on the type of housing you desire (number of bedrooms, number of bathrooms, garage size, importance of schools, or other similar information, please do so here


    Other Financial Dreams

    While you are putting together your short term financial plan, would you like to consider any of the following long-term plans?

    Retirement and savings plans
    Comprehensive Will
    Health insurance
    Legal services
    Insurance to pay-off a mortgage in the event of your death
    Life insurance


    Well, that wasn't so bad was it? With this information, we can work as a team to devise a solid plan for your immediate and longer term goals. Please press the "submit" button. Depending on your desires and the complexity of your plan, we will contact you as soon as possible.

    Thank you.