Financial Independence Package: Difference between revisions

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=Intake Form=
=Intake Form=
'''Financial Independence Package – Intake Form'''


Thank you for your interest in the Financial Independence Package. This form helps us understand your goals, your build site, and your readiness for a house delivery and build. Please answer as completely as possible. Once we review your submission, we will schedule a call with you.
'''SECTION 1 – Contact Information'''
Full Name
Email
Phone
City, State/Province, Country
Preferred Communication Method (Phone, Email, Text, WhatsApp, Other)
'''SECTION 2 – Your Land and Build Site'''
Do you currently own land? (Yes / No / Under Contract / Searching)
Land Address or General Location (if owned)
Zoning Type (if known) (Residential / Agricultural / Rural / Other / Unknown)
Approximate Acreage
Terrain & Access Notes (flat/hilly, trees, driveway length, slope, etc.)
Are there building codes in your area? (Yes / No / Unsure)
How do you plan to classify your structure?
** Primary Residence
** ADU
** Farm Building
** Barn / Ag Exempt
** Other / Not sure yet
Have you spoken with your local building department yet? (Yes / No / Scheduled / Not yet but will)
'''SECTION 3 – Permitting & Building Department Requirements'''
What permits are required in your jurisdiction? (check all that apply)
** Building Permit
** Zoning / Land Use
** Septic / Wastewater
** Well / Water Access
** Driveway / Access
** Electrical Permit
** Plumbing Permit
** Mechanical / HVAC Permit
** Other / Unknown
Which parties are required on a permit in your area? (check all that apply)
** Owner-Builder Allowed
** General Contractor Required
** Licensed Electrician Required
** Licensed Plumber Required
** Licensed HVAC Required
** Engineer / Architect Stamps Required
** Not yet determined
What inspections are required? (framing, foundation, electrical, plumbing, mechanical, final, etc.)
Does your jurisdiction allow owner-builder construction? (Yes / No / Unsure)
'''SECTION 4 – Delivery & Site Equipment'''
Do you have (or will you have) a way to unload modular sections from a trailer?
** Telehandler
** Forklift
** Crane
** Tractor with forks
** Will rent equipment
** Not sure yet
Is there access for a semi-truck and/or 40–50 ft trailer to reach your build site? (Yes / No / Unsure)
Are there overhead wires, sharp turns, bridges, or other delivery challenges? (describe)
'''SECTION 5 – Utilities & Site Infrastructure'''
What will you use for:
** Water (Well / City / Haul-in / Other / Unknown)
** Wastewater (Septic / Sewer / Compost / Unknown)
** Power (Grid / Off-grid / Hybrid)
Do you want us to help with electrical, plumbing, and HVAC installation? (Yes / No / Maybe)
Target installation timeline (1–3 months / 3–6 months / 6–12 months / 1 year+)
'''SECTION 6 – Your Goals & Readiness'''
What is your main motivation?
** Financial independence
** Debt-free housing
** Homestead / land freedom
** Off-grid independence
** Family legacy
** Other
When would you ideally like to start building?
How soon are you ready to place a deposit if accepted?
** Immediately
** 1–3 months
** 3–6 months
** 6–12 months
Any questions, concerns, or notes?


=More=
=More=

Revision as of 18:33, 24 October 2025

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Intake Form

Financial Independence Package – Intake Form

Thank you for your interest in the Financial Independence Package. This form helps us understand your goals, your build site, and your readiness for a house delivery and build. Please answer as completely as possible. Once we review your submission, we will schedule a call with you.

SECTION 1 – Contact Information

Full Name

Email

Phone

City, State/Province, Country

Preferred Communication Method (Phone, Email, Text, WhatsApp, Other)

SECTION 2 – Your Land and Build Site

Do you currently own land? (Yes / No / Under Contract / Searching)

Land Address or General Location (if owned)

Zoning Type (if known) (Residential / Agricultural / Rural / Other / Unknown)

Approximate Acreage

Terrain & Access Notes (flat/hilly, trees, driveway length, slope, etc.)

Are there building codes in your area? (Yes / No / Unsure)

How do you plan to classify your structure?

    • Primary Residence
    • ADU
    • Farm Building
    • Barn / Ag Exempt
    • Other / Not sure yet

Have you spoken with your local building department yet? (Yes / No / Scheduled / Not yet but will)

SECTION 3 – Permitting & Building Department Requirements

What permits are required in your jurisdiction? (check all that apply)

    • Building Permit
    • Zoning / Land Use
    • Septic / Wastewater
    • Well / Water Access
    • Driveway / Access
    • Electrical Permit
    • Plumbing Permit
    • Mechanical / HVAC Permit
    • Other / Unknown

Which parties are required on a permit in your area? (check all that apply)

    • Owner-Builder Allowed
    • General Contractor Required
    • Licensed Electrician Required
    • Licensed Plumber Required
    • Licensed HVAC Required
    • Engineer / Architect Stamps Required
    • Not yet determined

What inspections are required? (framing, foundation, electrical, plumbing, mechanical, final, etc.)

Does your jurisdiction allow owner-builder construction? (Yes / No / Unsure)

SECTION 4 – Delivery & Site Equipment

Do you have (or will you have) a way to unload modular sections from a trailer?

    • Telehandler
    • Forklift
    • Crane
    • Tractor with forks
    • Will rent equipment
    • Not sure yet

Is there access for a semi-truck and/or 40–50 ft trailer to reach your build site? (Yes / No / Unsure)

Are there overhead wires, sharp turns, bridges, or other delivery challenges? (describe)

SECTION 5 – Utilities & Site Infrastructure

What will you use for:

    • Water (Well / City / Haul-in / Other / Unknown)
    • Wastewater (Septic / Sewer / Compost / Unknown)
    • Power (Grid / Off-grid / Hybrid)

Do you want us to help with electrical, plumbing, and HVAC installation? (Yes / No / Maybe)

Target installation timeline (1–3 months / 3–6 months / 6–12 months / 1 year+)

SECTION 6 – Your Goals & Readiness

What is your main motivation?

    • Financial independence
    • Debt-free housing
    • Homestead / land freedom
    • Off-grid independence
    • Family legacy
    • Other

When would you ideally like to start building?

How soon are you ready to place a deposit if accepted?

    • Immediately
    • 1–3 months
    • 3–6 months
    • 6–12 months

Any questions, concerns, or notes?

More

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