Our Mission
To partner with you to empower individuals to achieve financial stability, security, and peace of mind through collaborative partnerships, ongoing tailored and proactive financial guidance, and holistic financial solutions.
​
We help make this happen by helping clients free up monthly cash flow, grow and protect their assets, limit the cost of borrowing and successfully manage the responsibilities of homeownership.
Our services and solutions
How We Can Help Your Business Thrive
We collaborate with you to determine the best strategy for the client.
Who We Can Help
ANYONE who currently owns or may want to own real estate at some point in their life. Even if they aren't sure, we're here to educate and support them so they can be confident in their decisions.
Our Vision
for our Partnerships
To make it easy and commonplace for professionals who manage any part of the financial picture to work together.
This includes but is not limited to Financial Advisors, CPAs, P&C Insurance providers, Estate Attorneys and Realtors.
We accomplish this through streamlined and adaptable processes to review, formulate, and collaborate with our partners to provide complementary solutions for our clients.
Our Vision
for our Clients
To better understand their relationship with money and overall financial well-being as well as what resources are available to make the changes they want or need.
We help with this by:
-
Providing them with ongoing and ever-evolving resources and guidance
​
-
Supporting them in building their team of experts to aid them in their journey
​​
-
Working closely with their team to provide the most impactful comprehensive and customized solutions
The Results
Not advising our clients on all variables in their financial picture (including the liability, risk, and asset components) means missed opportunities and an increased risk of costly mistakes.
Our collaboration can:
​
-
Bring more value and success to our clients and communities.
-
Set us apart from other professionals in our fields
-
Lessen the risk of our clients working with a professional who doesn't consider their complete financial picture in their solutions or products.
-
Protect us from being unaware of the ever-evolving changes in laws, guidelines, strategies and opportunities that aren't directly in our expertise.
We have the capability and opportunity to make this a reality together!
The Liability Review Process
STEP 1
INDIVIDUALIZED SOLUTIONS
Our partners control this process and can choose how hands-on or off you want to be.
We will filter any information or correspondence through you if we're not given direct instructions to contact the client. We aim to provide value and an individualized experience for you and your clients on YOUR TERMS.
Some of our partners fill out a liability summary cover page and have us contact their clients for the rest, others are the point of contact for everything, and we never directly talk to their clients, and most fall somewhere in between.
If the client initiates direct contact with us or becomes a client, we may need to manage some correspondence separately, but the conversation will always be that we all need to be included in financial decisions and strategies.
We are constantly improving and streamlining our partner experience. We welcome the opportunity to develop custom processes and forms to work with your business model and goals to make things easier.
STEP 2
The Liability Review
Interview
The information we need to complete a liability review is specified on our Summary Page and Interview Forms (contact us if you need them).
​
While we do have generic review forms, ideally, we'd like to understand what information you already gather so we can customize a streamlined and simplified form to limit the additional time and effort on your part to the extent we can.
We offer Comprehensive Liability reviews, Express Mortgage reviews, and Specific Focus reviews.
​
Any combination of the following methods can be used to provide information/documentation:
​
-
Joint phone/video calls with the clients
​
-
Phone/video call with your team
​
-
Secure uploads to a custom portal or encrypted email (contact us to decide what you prefer)
​
-
Direct contact with the clients (per your direction) for any additional information or documentation needed
STEP 3
STRATEGY & IMPLEMENTATION
Once the review is completed, we'll coordinate a time to discuss any recommendations to ensure they complement and support your overall strategy for the clients.
If we have no recommendations, we'll provide a review form showing what we reviewed that can be shared with the clients.
​
If there are recommendations for the future, we'll collaborate with you to develop a plan to keep the clients informed and on track. This will include whether or not you want us to correspond with the client or if you would prefer to be the main point of contact.
STEP 4
ONGOING CLIENT SUPPORT
For each review we complete: ​
​​
-
Each client will be added to our automated system that monitors for future benefits (such as removing mortgage insurance, lowering their interest rate, etc.) - we will continue to correspond through you unless directed otherwise.
​
-
Subsequent reviews will be prioritized and more efficiently completed.
​
-
We will continue to be involved (as much as you request) to keep clients on track with goals.
​
The goal is for this to be an ongoing relationship for everyone, not just a one-time solution!
Below are just some of the additional ways we can support you to help your business THRIVE
We're always here to help -Please don't hesitate to reach out to see what we can do to help you and your business grow.
​
Please schedule a Business Strategy call to discuss further!
​
​
In addition to Liability reviews, we also offer the below resources and support:
Individual Mentoring and Development
We're here to support you by providing one on one mentoring, training, CE credits and more to help you and your business grow.
Events with You
We're here to partner with you to put on EVENTS such as educational classes, networking meetups, charity events, financial literacy topics, and more.
Technology and Systems
We utilize TECHNOLOGY and SYSTEMS that bring valuable insight and information to your clients and partners (some of which can even be co-branded).
Develop New Partnerships
We'll brainstorm with you to further identify and develop ways to CONNECT with more of your IDEAL REFERRAL PARTNERS.
Connect with more Clients
We'll strategize with you to further identify and develop ways to CONNECT with more of your IDEAL CLIENTS.
Co-Marketing
We're available to develop and put in to place marketing strategies to promote you and your goals.
Unique Strategies and Tools
We utilize and can educate your team, clients and partners on STRATEGIES and TOOLS to expedite the payoff liabilities and build and protect assets under management through homeownership.
