All About YOU!

I WOULD LIKE TO GET TO KNOW YOU BETTER! Please fill out the below information about your favorite things, etc! =)

Name

First Last

Birthday (your choice if you want to include year) =)

KEEPING CURRENT

Home Address

Work Address

Cell Phone

Home Phone

Email used most frequently

FAMILY/LOVED ONES

Spouse/Significant Other's Name (if applicable)

First Last

Spouse/Significant Other's Birthday (if applicable)

Anniversary Date (if applicable)

Your Child(ren)s Name(s) & Birthday(s) (if applicable)

Any Pets? (What Kind? Name?)

My spouse/significant other/best friend would consider me (please select the best single answer):

Staight-to-the-point
Social & Outgoing
Steady & Dependable
Cautious & Perfectly Accurate

I would consider my spouse/significant other (if applicable) to be: (please select the best single answer)

Staight-to-the-point
Social & Outgoing
Steady & Dependable
Cautious & Perfectly Accurate

I grew up in:

I attended school at:

I work at (if applicable):

YOUR FAVORITE THINGS

Favorite Charity, Cause or Church

Favorite Coffee & Coffee Shop

Favorite Restaurant for Lunch

Favorite Restaurant for Dinner

Favorite Dessert

Favorite Alcoholic Beverage (if applicable)

Favorite Musician/Group

Favorite Place to Vacation to

Favorite Sports Team

Favorite Author or Reading Subject

Favorite Place to Spend Money

Favorite Pass Time(s)

What else would you like to share with me to better know you!?

HOW WOULD YOU LIKE TO BE REWARDED FOR YOUR REAL ESTATE REFERRALS? *WA State Regulations forbid the payment of monetary referral fees.

PROFESSIONAL RELATIONSHIPS

ON A SCALE OF 1 TO 10 (10 BEING GREAT!), PLEASE RANK YOUR CURRENT PROFESSIONAL RELATIONSHIP WITH THE FOLLOWING SERVICE PROFFESSIONALS:

YOUR CPA | TAX SPECIALIST RATES AT A:

YOUR FINANCIAL PLANNER RATES AT A:

YOUR INSURANCE AGENT RATES AT A:

YOUR REAL ESTATE ATTORNEY RATES AT A:

YOUR MORTGAGE LENDER RATES AT A:

YOUR ESTATE PLANNING ATTORNEY RATES AT A:

If any of the above professionals rated LESS THAN A TEN, it would be my pleasure to get you connected with GREAT, level 10 service professionals as outlined above, based on your needs. Would that be helpful?

*If you ranked any of your above professional relationships as a TEN...I would love to meet that person! If you would be so kind as to introduce the two of us, I would appreciate it. THANK YOU! I am constantly striving to surround myself with other level 10 professionals! =)

All About YOU

I WOULD LIKE TO GET TO KNOW YOU BETTER! Please fill out the below information about your favorite things, etc! =)

KEEPING CURRENT

FAMILY/LOVED ONES

YOUR FAVORITE THINGS

PROFESSIONAL RELATIONSHIPS

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