A BETTER approach to your mortgage.
We're here to help you gain CONFIDENCE in your mortgage decisions by helping you cut through the clutter and noise to find the right path for you!
Our comprehensive and collaborative planning approach empowers you through financial education and personalized recommendations to guide you on your journey to financial prosperity and wellbeing.
Purchasing a home is the largest transaction most people will make in their life and
mortgage debt is the largest liability for most US Households. When managed effectively, your home can also be one of your most valuable assets.
​
Choosing the wrong mortgage or repayment strategy - without carefully considering your overall wealth strategy - can wreak havoc on your financial future.
​
We are here to help you make the best decisions regarding how you borrow and repay your debts and manage your responsibilities as a homeowner.
​
You deserve to be a successful homeowner. We are your partner to help you navigate through the ongoing and ever-changing journey to be one!
The Borrow Smart
Process
We help you find and execute a mortgage strategy that makes sense for you.
Here's how we do it
STEP 1
DISCOVERY
Choosing the right mortgage and mortgage professional isn't as simple as finding the lowest rates and fees.
​
We need to learn about you to understand your complete financial situation, dreams and goals before we can identify the best mortgage strategy for you.
If a mortgage professional isn't doing this, they can't be sure they are making the best recommendations for you.
STEP 2
STRATEGY
The discovery discussion allows us to help identify the best opportunities for you and educate you on the mortgage options with the lowest cost and greatest prosperity potential.
​
Once identified, we will present you with a Custom Mortgage Analysis - a digital and easy-to-read breakdown of your mortgage options - to help you decide what strategy is right for you.
STEP 3
EXECUTION
Once we've identified and agreed on your next steps, we'll work together to implement them as quickly and efficiently as possible.
If you're buying in a competitive market, we'll position you as the most prepared homebuyer.
If the plan is to wait, we'll ensure we have identified clear goals and the next steps to keep you moving toward your target.
STEP 4
FINANCIAL WELLBEING BLUEPRINT
Your life and the real estate market can change rapidly. Even after you are in your new home or loan, we will continue to manage your mortgage and liabilities to help you maximize your wealth and keep you on track towards financial freedom.
​
The closing of your loan is just the start of our relationship. We're in this for the long haul with you! ​
​
If you're not a current client, even if you don't think you'll need a new loan soon, we're happy to review your situation to make sure you have the right repayment strategy with your current loan and are on the right path.
What our wonderful clients and partners are saying about us...
