Even if they charge you a few hundred or $1-$2K for a initial financial plan. 4) On a $5.5M portfolio, something like this would be very appealing to me personally, as a thought starter: - $1.25M home, car, and "toys", paid off- 250K in cash- $2M in stocks- $2M in paid off or lightly levered real estateThis is just me, and I'd personally view the name of the game as wealth preservation and maximizing enjoyment of life with this level of wealth, all liquid, all at once.

Start with getting rid of high interest, “dead weight” debt ( cars, credit cards, personal loans, student loans, etc.).

They then sold that and bought a 250 unit in OKC all C and D class and had to move there as they almost lost  it in foreclosure.. took 5 years of them living there and managing it personally to stablize and finally sell.. then bought a 20 uniit back in Oregon where it all started.. this over the course of a few decades.

Can you personally get that right now?

Rehab will be paid for with a HELOC on the property. - Cash Out Refi: $318,946- This covers the $242,466 payout to the investor and repayment of the HELOC used for Rehab on the property.

I just liked the personal touch of the outreach with some value-add. 

@Corben BriggsYour attorney would be by far the best person to get this document from as they will know the property, what it needs to say and state laws surrounding it

I am trying to raise the 10% down and bring in a partner or GAP loan person.

I paid full price.

I know of one person in Oregon doing it, but he doesn’t want to share how it’s done.