As a Certified Mortgage Planning Specialist I look at your total financial picture to ensure that your mortgage is used as a wealth creation tool and not seen only as an expense. My job is to think outside of the box and present you with creative options that you may never be introduced to if you chose to work with a more traditional loan officer.
I am a seasoned professional with a dedicated support team that is committed to spending the time necessary to discuss your current plans as well as your goals for the future ensuring that no detail, no matter how small, is overlooked.
We not only work with you, we also work together with your entire team (Realtor, Accountant, CPA etc.) to ensure that the decisions you make today are the best financial decisions for your overall goals. Additionally, our attention to details during the process eliminates surprises when it is time for your loan to close.
How we work…
Over 96% of our clients come to us by referral. They are referred on the advice of people who have learned to trust and respect us. This is only possible because we understand that our success depends on your satisfaction with our services and the subsequent referrals of your friends, family members and work associates because of that trust..
While traditional lenders spend 80-90% of their time advertising in search of their next client, we are able to spend 80-90% of our time making sure that your entire experience with us, both during and after the loan process, is first-class.
The best part is, in this case, a first-class experience is no more expensive than riding in coach!
Let’s meet, if I am not the right consultant for you, that’s ok. If you are not the right client for me, that’s ok too. I will gladly refer you to someone else who may be a better fit!
My team and I look forward to the opportunity to serve you!