Legendary Pathway

Ministry Asset & Financial Intake

Please fill out as much information as you can. This helps us structure everything properly from the start. You can save and come back anytime.

What We're Building For You

We are structuring your ministry to operate as a fully organized, tax-optimized entity where:

To do this right, we need a complete picture of where you stand financially today. Every detail matters — interest rates, payoff amounts, per diem charges, asset values. The more accurate this is, the more money we save you.

Section 1

Personal Information

Section 2

Primary Residence (Covington, GA)

We need exact numbers. Call your lender and ask for the information below. See the script at the bottom of this section.

Ask your lender for the "7-day payoff" amount — this is what you'd owe if paid in full within 7 days
Ask: "What is my per diem interest?" This is the dollar amount of interest charged per day
Principal + Interest + Taxes + Insurance

What To Say When You Call Your Lender

"Hi, my name is [YOUR NAME], and my account number is [ACCOUNT NUMBER]. I'm doing some financial planning and I need the following information:

1. What is my current payoff amount good for 7 days?

2. What is my per diem interest rate? (the daily interest charge)

3. What is my current interest rate on the loan?

4. What is my current principal balance?

5. Is there a prepayment penalty on this loan?

6. Can you email me a payoff statement to [YOUR EMAIL]?"

What this means: The 7-day payoff is the exact amount to pay off your loan if you did it within 7 days. The per diem is the daily interest charge — if closing takes longer than 7 days, we multiply per diem × extra days to get the real number. A prepayment penalty means the lender charges you extra for paying early — we need to know this before making any moves.

Section 3

Dominican Republic Property

Who is it titled to? Your name, a company, etc.
Section 4

Other Properties

List any other real estate you own or have interest in (including the target church properties).

Property 1
Section 5

Vehicles

List every vehicle you own or are making payments on. We need payoff amounts, rates, and lender info for each.

Vehicle 1
Section 6

Other Debts & Obligations

Credit cards, personal loans, student loans, medical debt, collections, child support, anything with a monthly payment or balance owed.

For each: who you owe, balance, interest rate, monthly payment
Section 7

Income & Liquid Cash

Section 8

Existing Business & Credit Accounts

Section 9

Ministry Details

Section 10

Goals & Priorities