INFORMATION REQUESTED FOR A RESIDENTIAL CONSULTATION

  • Year of construction

  • Birthdates of the occupants

  • Occupations

  • Floor plan

  • Changes (if any) in the building since moving in that may not be shown on an older floor plan

  • Move in date

  • Events or issues since living in

  • Which entrance is used

  • Is there a home office? Where?

  • Money flow

  • Health issues 

  • Whether or not in need for creating new relationships

INFORMATION REQUESTED FOR A COMMERCIAL CONSULTATION

  • Type of business

  • Year of construction

  • Birthdates of key employees

  • Occupations

  • Floor plan

  • Changes (if any) in the building since moving in that may not be shown on an older floor plan

  • Move in date

  • Events or issues since moving in

  • Which entrance is used

  • Location of president, accounting, sales

  • Key issues, such as employee turnover, sales, bill collections

  • Money flow

  • Lawsuits

  • Accidents or health issues 

  • Ability to add outside remedies

  • Ability to make decor changes