They should be well worded and lengthy, not short and written on the back of a bar napkin :-)5) Of course ask to see other projects that they have completed, or are working on currently.

Assets that may be used to secure funds include automobiles, artwork, collectibles, real estate, or financial assets, such as savings accounts, certificates of deposit, stocks, bonds, and 401(k) accounts."

I got out of the business when I started really getting in to real estate and realized that paper assets (stocks, bonds, mutual funds) seemed like speculation to me and real assets were more like investing because real assets produce cash flow while with paper assets, they rarely have much cash flow so you are basically holding on to the paper hoping to later sell to someone else for more than you bought it. 

To leave our W2 jobs, travel, and spend more time with familyHAVE: Here's a list of what we've achieved so far :) 1) $600,000 in liquidable stocks/bonds as well as $50,000 in retirement funds2) $170,000 in annual wages (mix of W2 and 1099 employment) 3) Ability to become accredited investors (my boyfriend's father is qualified and would support us) *I bring this up in case there is an investment strategy you know of that is only accessible by accredited investors* QUESTION: If you had the situation above, how would you most quickly reach the $10,000/mth passive income?

Rather than spend a lengthy period fighting with the community organization on what should be a reasonable variance request, I would like to satisfy the ground level commercial requirement with a space that has the appearance and would function as a home office (which is how this space would likely be designed and used anyway even if the zoning requirement did not exist).

Full planning, just stock/bond market advising, or something else? 

Get proof of insurance, licensing and bonding.

@Caleb Heimsoth I'm not sure if it is normal across the board, however, my lawyer has indicated that part of my bill was due to lengthy email messages between us.  

Due to the next global economic downturn getting closer; my main focus this year and next will be within international property bonds, wine, bridging deals.

Even if you go to 15-20 years old homes some of the mello roos/bonds have fallen so it's not that bad.