Step One · About You
Tell us who we're building this with.
The basics so we know exactly who is on the other side of this submission.
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All fields are required unless marked with Optional . Take your time. Every answer helps us coach you better.
Step Two · Real Estate & Coaching Focus
What you want to build.
Your goals, your timeline, and what you've already done. The more specific you are, the better we can build the path.
Why are you interested in real estate investing?
What are your real estate goals for the next 12 months?
What areas of real estate investing should we focus on in coaching?
Beyond real estate, what aspects of your life would you like support with?
Current portfolio details (if any)
Step Three · Balance Sheet
The honest numbers.
What you own and what you owe right now: balances as of today, not monthly amounts. Round numbers are fine. Totals and net worth calculate as you go.
On a scale of 1 to 10, how does your CURRENT financial situation feel?
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Stressed and stuck Confident and clear
On a scale of 1 to 10, how does your FUTURE financial outlook feel?
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Worried about what's ahead Excited about what's possible
Overview
Household
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Anything we should know about these numbers?
Step Five · Strengths, Values & Vision
Who you actually are.
The financial intake tells us your numbers. This step tells us your character. Take time with these answers. They become the language we use to coach you.
Finish this sentence: "I am financially free, now I get to..."
Picture yourself 12 months from now. What has happened that makes joining Life360 a no-brainer?
Goals: What do you want accomplished in the NEXT 30 DAYS?
Goals: NEXT 6 MONTHS?
Goals: NEXT 1 YEAR?
Goals: NEXT 3 to 5 YEARS?
Step Six · Financial Well-Being
Your relationship with money.
The numbers in Step 3 told us where you are. These questions tell us how you got there and where you're stuck. Honest answers here let the team meet you exactly where you actually are, not where you wish you were.
I have done over 250 flips and 200 multi-family units across four states. None of it started with a deal. It started with knowing my numbers cold . You cannot build real wealth on a shaky foundation. Get the numbers right first. Everything else follows.
Kekoa Lwin · Life360 Chairman and Co-Mentor
How would you describe your current financial situation? Strengths and challenges.
This stays between you and the team. We are not judging. We are meeting you where you are.
What are your biggest financial stressors right now?
Do you have any financial fears keeping you up at night?
Do you currently follow a budget or financial plan? How well are you following it?
How comfortable are you with financing options? (traditional loans, creative financing, partnerships)
What is your current debt situation, and how does it impact your ability to invest?
Your financial picture does not define you. What you do with it, starting now, does.
Step Seven · Emotional Well-Being
What is actually in the way?
The strategies are not the hard part. What we carry internally, the fears, the beliefs, the patterns we have built over a lifetime, that is what stops most people. The most brilliant investment plan in the world will not survive contact with an untended heart. Be honest with yourself here. That honesty is the foundation everything else gets built on.
I spent years pretending I had it all together. Turns out, the day I got honest about what I was actually carrying was the day I started actually moving forward . You cannot heal what you refuse to name.
Melina Boswell · Life360 Founder
How would you rate your overall emotional well-being right now?
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Struggling significantly Thriving fully
Why did you give yourself that score?
What are the biggest emotional challenges you're facing in this season of life?
What patterns or behaviors do you notice in yourself that may be holding you back?
Examples: I say yes to everything. I start strong and fade. I move the goalposts every time I get close. I compare myself and shrink.
When you're feeling stressed or overwhelmed, what strategies do you use to cope?
How do you typically handle setbacks or disappointments?
What is one emotional wound or limiting belief you would love to heal or shift?
Examples: "I'm not good with money." "I've already missed my window." "Hyper-independence keeps me safe."
How do you currently nurture your emotional well-being? Anything you'd like to add?
Naming what has been running you in the dark is the first step to running it in the light. You just did something most people never do.
Step Eight · Physical Well-Being
Your body is your vehicle.
You cannot pour from an empty cup. The most disciplined investor in the world will underperform if they are running on stress, poor sleep, and no energy. Let us see where you are.
Your body is your business partner. It shows up to every deal, every negotiation, every hard conversation. When it is tired, you are tired. When it is strong, you are strong. This is not about six packs or marathons. It is about giving yourself the energy to actually live the life you are building.
Kekoa Lwin · Life360 Chairman, ISSA Certified Trainer
How would you rate your current physical well-being?
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Needs significant attention Performing at my best
How would you describe your current physical health and energy levels?
Are there health habits (sleep, movement, nutrition) you would like to improve? What's been the biggest challenge?
One simple step you can take today to prioritize your physical well-being
Don't promise yourself a six-day-a-week workout plan you'll quit in two weeks. Pick something so small you cannot say no to it.
How does stress show up in your body? (tension, fatigue, restlessness, sleep)
Your body is paying attention. When you start treating it like the asset it is, it starts paying you back.
Step Nine · Relational Well-Being
Who is in your corner?
Your environment shapes everything. The relationships you are in, the people closest to you, the community you choose, all of it either accelerates or slows down your growth. Let us take an honest look.
Not everyone gets to come with you. That is a hard truth, but it is a true one. The relationships that carry you forward are the ones where love looks like honesty , support looks like accountability, and no one shrinks to make anyone else comfortable.
Melina Boswell · Life360 Founder
How would you rate your current relational well-being?
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Feeling isolated or unsupported Deeply connected and supported
How would you describe the quality of your closest relationships right now?
Do you feel truly seen and supported by the people in your life? Why or why not?
Are there any relationships in your life that feel out of alignment or need adjustment?
What relationship patterns do you notice that may be impacting your personal growth?
What is one way you'd like to improve your ability to connect with others?
Are there relationships you want to deepen or repair? What's one step you could take?
The people around you are not accidents. They are invitations. The ones who walk forward with you are the ones worth walking with.