INVESTMENT PLANNING
QUESTIONNAIRE
Our team’s commitment to you is to help you make informed choices about your financing options while obtaining your investment. To best serve you, we must take into consideration both long-term and short-term financial goals and the information you provide here will help us make recommendations that best aid you in achieving your goals.
INVESTMENT PLANNING
QUESTIONNAIRE
Our team’s commitment to you is to help you make informed choices about your financing options while obtaining your investment. To best serve you, we must take into consideration both long-term and short-term financial goals and the information you provide here will help us make recommendations that best aid you in achieving your goals.
INVESTMENT PLANNING QUESTIONNAIRE
Our team’s commitment to you is to help you make informed decisions about your financing options while obtaining your investment. To best serve you, we must take into consideration both long-term and short-term financial goals. The information you provide will help us make recommendations that best aid you in achieving your goals.
About Your Finances
General Questions
Tell us about your investment knowledge and current financial state
Portfolio Objectives
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Time Horizon
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Meet Matt Poechman
Matt has forged strong investor relationships founded on genuine human connections, offering more than just financial returns. He is a leader in creative deal structuring and partnerships. His 1:1 coaching has empowered countless investors in market analysis and property evaluation, earning him the title of “Underwriting guru”. Known for his meticulous market and property analysis, Matt provides a data-driven approach crucial for successful real estate ventures.
Matt retired from 17 years in law enforcement to pursue his purpose as a transformational coach with his wife. They launched their company, Mind Method Coaching, in 2024 along with their real estate business. Matt’s methods and journey not only inspire but are changing lives. His most recent success story, a SWAT officer from Portland OR, retired after only 4 months of taking their coaching program. Matt pairs his purpose for changing lives with helping people get involved in real estate investing to build a life of purpose and abundance.
His rigorous underwriting process showcases his mastery of numbers and foresight in investment. Driven by continuous growth, Matt remains a dedicated learner, benefitting from industry mentors. With an ambitious goal of reaching 100 units by 2025, he’s already secured an additional $5 million in assets under contract. Investing in Matt means investing in experience, knowledge and integrity. His multifamily portfolio exceeds $2.3 million, supported by six-figure operating lines across seven corporations. Yet, it’s Matt’s unwavering integrity and authenticity and character that truly set him apart.
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Matt, the “Underwriting Guru”, fosters genuine investor relationships, offering expertise in market analysis and property evaluation. His data-driven approach and integrity drive successful real estate ventures.
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