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About
Strategy Central
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Our Services Include

Real Estate-Helping you locate an agent

Your Trusted Real Estate Advisory Partner Real Estate-Helping You Locate...

Mediation

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Life Insurance

Life Insurance Life Insurance Solutions Tailored to Your Goals At...

Business Strategy and Advisory

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About Us

Menu

Home
About Us

Services

Business Strategy and Advisory
Life Insurance
Real Estate-Helping you locate an agent
Mediation
Coaching
Mobile Notary

Menu

Business Strategy and Advisory
Life Insurance
Real Estate-Helping you locate an agent
Mediation
Coaching
Mobile Notary

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Full name

Email

Phone

Booking for

Life Insurance Service Form

Are you currently insured with a life insurance policy?
YesNo

Do you currently own a home?
YesNoIn the process of buyingPrefer not to say

What is your age range?
Under 2525-3435-4445-5455+

How many dependents or family members do you support financially?
Just myself1-25 or morePrefer not to say

What is your main reason for exploring life insurance?
Family protection (e.g., income replacement)Wealth-building strategy (e.g., cash value policies, legacy planning)Estate planning or tax strategyBusiness or key-person insuranceOther - please specify:

What specific questions or concerns do you have about life insurance?

MEDIATION SERVICES SECTION

Type of mediation needed:
Co-parenting or family agreementsRoommate or housing issuesFriend or interpersonal conflictOther:

Is the other party aware of your interest in mediation?
YesNoUnsure

Preferred mediation format:
VirtualIn-person (Atlanta area only)

Briefly describe the issue or reason for mediation:*

What would you like to achieve through this process? (optional)

Life Insurance Service Form

Are you currently insured with a life insurance policy?
YesNo

Do you currently own a home?
YesNoIn the process of buyingPrefer not to say

What is your age range?
Under 2525-3435-4445-5455+

How many dependents or family members do you support financially?
Just myself1-25 or morePrefer not to say

What is your main reason for exploring life insurance?
Family protection (e.g., income replacement)Wealth-building strategy (e.g., cash value policies, legacy planning)Estate planning or tax strategyBusiness or key-person insuranceOther - please specify:

What specific questions or concerns do you have about life insurance?

Quintana Roo Buyer & Rental Intake Form

Basic Information :

Full Name *

Email *

Mobile *

Preferred Contact Method
WhatsAppPhone CallText MessageEmail

Are looking to?*
Rent a homeBuy a homeNot Sure yet / Exploring both options

Location & Timeline

Which cities are you open to?
Playa del CarmenTulumCancúnCancúnPuerto MorelosCozumelNot sure – need guidance

When are you looking to move or make a purchase? Move-in or Purchase Timeline

Is this your first time living or buying in Mexico?
YesNo

Rental Question

Rental term you’re looking for:
1–3 months4–6 months6–12 monthsLong-term / 1+ year
Must-have features:
Fast Wi-FiFurnishedPoolPet-FriendlyWalkable AreaSecure AccessGymParkingOther:

Monthly rental budget (in USD or MXN)*:

Preferred type of rental:
Studio1 Bedroom2 Bedrooms3+ BedroomsLuxury / PenthouseOpen to options

Buyer Questions

Budget range for your home purchase (USD or MXN)*:

Are you financing or purchasing in cash?
CashSeeking financingNot sure yet

Preferred property type:
CondoHouseLandInvestment PropertyVacation HomeOther:

Desired home features:
PoolOcean viewNew constructionGated communityNear beachRooftop accessOther:

U.S. Real Estate Intake Form

Select Options :

Buyer

Seller

Agent

Contact Information :

Full Name *

Email *

Mobile *

Preferred Contact Method
Phone CallText MessageEmail

What brings you here today? *
I’m looking to buy a homeI’m looking to sell a homeI’m a real estate agent interested in joining your national network

Buyer Intake Form :

Where in the U.S. are you looking to buy? *

When are you planning to buy?
ASAPIn 1–3 monthsIn 4–6 monthsIn 6–12 monthsJust browsing

Budget range (USD):

What type of property are you looking for?
Single FamilyCondo/TownhomeMulti-FamilyInvestment PropertyLandOther:

Will you be financing or paying cash?
FinancingCashNot sure yet

Are you currently working with an agent?
YesNo

Top priorities for your new home: *

Contact Information :

Full Name *

Email *

Mobile *

Preferred Contact Method
Phone CallText MessageEmail

What brings you here today? *
I’m looking to buy a homeI’m looking to sell a homeI’m a real estate agent interested in joining your national network

Seller Intake Form :

Where is your property located? *

What type of property are you looking for?
Single FamilyCondo/TownhomeMulti-FamilyInvestment PropertyLandOther:

Is the property currently listed?
YesNo

Estimated property value (if known):

Are you currently working with a listing agent?
YesNo

When are you planning to sell?
ASAPIn 1–3 monthsIn 4–6 monthsLater this year

Any upgrades or unique selling points?

Contact Information :

Full Name *

Email *

Mobile *

Prefjerred Contact Method
Phone CallText MessageEmail

What brings you here today? *
I'm looking to buy a homeI'm looking to sell a homeI'm a real estate agent interested in joining your national network

Agent Intake Form :

Are you a licensed agent?
YesNo

Where are you licensed?

Years of experience:

Open to:
Buyer referralsSeller referralsStrategic partnerships

Brokerage name:

Link to your agent profile or website (optional):

Upload your headshot or business card (optional):