Round Table Investing

Mentorship Application

Landlord Liberation clients, this is also for you! The questions here are designed to help me know if we are an appropriate fit for each other, and if so, how I can best support you in achieving your goals.

First Name:

Last Name:

Email Address:

Cell Phone:

Please describe your real estate investing experience

Please describe your investing experience in notes and private lending

Are you a full time investor? Part time?

Describe your current employment

Where are you now in your financial life, and where would you like to be in 1-5 years?

Are you looking for active income, passive income or both?

Do you have 6+ months of liquid living expenses saved up and easily available should you need it?

Do you have a budget for marketing, and if so, how much could you spend per month?

If you were to quickly & efficiently change your financial future, what would that do for you?

What would happen if you didn't make a big change to your portfolio and/or earned income?

Are you accustomed to making substantial investments in yourself and your business?

What things have you tried in the past that haven't worked, and why do you think that is?

How many hours a week can you devote to your real estate and note investing activities?

How did you become acquainted with my work?

What makes you want to consider working closely with me?

What are your expectations? What do you think you will get from our work together?