Creating your real estate investing plan and putting together your team can be a daunting task. That’s why we offer a free investment strategy consultation to investors in Denver and Colorado Springs. Here are the three steps involved in this process:
#1: Discovery Call
This is a short exploratory phone call so we can get to know you and talk about your goals. We want to learn about your investing situation and discuss how we may be able to work together.
#2: Strategy Preparation
This is your homework before the investment strategy consultation. It typically involves answering a few questions about your finances and goals and reviewing educational material. This prep work leads to a productive investment strategy consultation.
#3: Investment Strategy Consultation
You and the team will sit down to discuss your goals, answer your questions, and clarify your long-term investing strategy. You’ll walk away with a clear action plan.
Read about the other steps in our Investing Roadmap Process.