Financial Independence Package: Difference between revisions

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=Intake Form=
=Intake Form=
'''Financial Independence Package Intake Form'''
[[Financial Indpendence 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=

Latest revision as of 18:34, 24 October 2025

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