Mortgage Planning is very similar to Financial Planning in that your current and future
expenses, investment goals, and future plans are all analyzed to prepare a mortgage
"strategy" that will best accomplish these goals for you and your family.
This is a Specialized service that is offered by very few companies, because it requires
a longer commitment of time with the customer, specific training and understanding of
finances, and a desire to help everyone you meet.
Most mortgage companies are filled with "loan salespeople" that will sell you whatever
product you ask for, regardless of the impact that program will have on your family's
Most of them don't know what questions to ask, so often even well-meaning
loan salespeople are just not educated or trained well enough to help you make the
best decision.
As a Mortgage Planner, it is my goal to help you understand that your mortgage is the
largest and most important investment you may ever make, and it will impact your
financial life for years to come. It is a long-term commitment that - depending on how
it is structured - can either restrict your financial opportunities, or give you the
freedom and flexibility to achieve your dreams for your family.
As your Mortgage Planner, I will ask you questions that most loan salespeople will not.
The answers to these questions can save you thousands of dollars in a very
short amount of time, and keep you from making big mistakes in how you
structure your financing
I look forward to serving you and your family as your Mortgage Planner, and hope that
my service will compel you to refer your friends, family, and co-workers to me to help
them as well.
