Financial Independence Package 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 (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

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