For example when someone wants to have financial freedom and spend more time with family, but then sets a goal by creating a heavy active income stream that involves their personal involvement daily.

A detailed financial analysis and property inspection will help uncover any surprises. 

You should also check to ensure they have Errors & Omissions insurance, Fidelity Bond coverage, and a Financial Institution Blanket Bond.Some are more consultative and advisory and provide guidance, while others are just processors. 

what kind of investment was/is this  a little more detail may protect others if you think this person is a financial predator.  

Thank you @Dave Foster I look forward to my new venture and investing in real estate hoping to achieve financial freedom and enjoy my life with my kids and my beautiful wife that has a terrible debilitating autoimmune disease.

For example, not having on-site storage can cause a lot of logistical and financial issues.

The fact that you are working with a loan officer who is coaching you on committing fraud, you may want to change your circle of influence. 

Real estate investors are sitting on an untapped goldmine of financial leverage through EIN Corporate Credit, a strategic tool many overlook.

The decision to allow pets there, though, was influenced by demand and basic math.

Quote from @Jeff Nash: Take a look at Independent Financial.