Instructions for Completing Your Mortgage Coaches Information Sheet

Thank you for choosing Mortgage Coaches. To ensure we provide you with the best service possible, please carefully follow these instructions when filling out your information sheet:

Accuracy is Key: Please provide accurate and complete information for all fields. This will help us tailor our services to your specific needs and goals. Items that do not apply you can skip or enter "0".

Double-Check Your Details: Review your entries for any errors or omissions before submitting the form. Accurate data ensures a smooth and efficient process.

Confidentiality Assured: Rest assured that all information you provide will be kept confidential and used solely to assist you in achieving your financial objectives.

If you have any questions or need assistance while filling out the form, feel free to contact us. We appreciate your cooperation and look forward to working with you.

Mutual Confidentiality Agreement:

We are committed to safeguarding your personal information and ensuring it remains strictly confidential. We will only discuss your situation with individuals you have expressly authorized.

• Your data is used soley as a tool to guide your progress.

• We do not share your personal information

• We do not sell your information

In return, by completing the following questionnaire, you agree to maintain the confidentiality of any privileged information shared with you about our Zero Debt Strategy. This includes the commitment to not:

• Disclose our privileged information to any third party;

• Use our privileged information to compete against us;

• Use our privileged information in any manner that could harm us; and/or

• Utilize our privileged information for personal business advantage.