Financial Assessment

Accelerated Banking Strategy Assessment

The Following Assessment is to help our expert strategy consultant review your information prior to your Welcome Call! In the next step, you’ll be able to schedule a call as well as access your Educational Dashboard!

Personal Information

First Name *

Last Name *

Email *

Phone *

Financial Information

Estimated Monthly Gross Income

Estimated Monthly Expenses? *

Approximate Total Monthly Debt Payments?

Do you Have Any Negative Credit Item?

I.e. Bankruptcy, Foreclosure, Late Payments, Charge-Offs, etc.

Debt Information

Please List All Current Debt Accounts and its Balances & Approximate Monthly Payments

Mortgage Original Balance

Mortgage Interest Rate

Mortgage Term (Years)?

Do You Already Have a HELOC?

From time to time, we may request additional information from you after you submit the application.

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