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Take control of the buying process with a custom Future Purchase Blueprint!



Did you know that 89.6% of people spend 6X more time planning their dream vacation than they do planning to buy their dream home?!?!๐Ÿ˜ฑ ๐Ÿก ๐Ÿ–๏ธ๐ŸŒโœˆ๏ธ

Ok... I totally made that up ๐Ÿ˜‚ but I'm pretty sure if there was a study on upfront time and effort put into mortgage planning (I looked, there isn't), the numbers would probably be cringe-worthy.


Buying a home is the largest purchase most people will make in their lives, yet about 95% of new clients that my team and I talk to (actually based on real numbers) are hoping to buy right away! ๐Ÿ˜ฌ๐Ÿ™€๐Ÿ˜ณ

Neglecting proper planning leads to rushed and stressful decisions and sometimes limited and/or more expensive options or other unpleasant surprises that could easily be avoided with more time to prepare.

How we're attempting to fix this!

We are empowering future buyers (anyone buying a home in the next month to 3'ish years) with our complimentary Future Purchase Blueprint. ๐Ÿ”ฎโณ๐ŸŒŸ๐Ÿก

This includes buying a new home to live in, investment property or second home. Whatever the reason for the purchase, this can help you!


Planning now will save them time, money, mistakes and stress later!


What is it?


It's a three-step process to get them as ready (emotionally and financially) as they can be!


Step 1- Dream Big:

  • Envision your ideal home ๐Ÿก (what, where, when, why....)


Step 2- Analyze Readiness:

  • Assess your current financial situation ๐Ÿ’ต

(income, debts, savings, goals...)

  • Identify any opportunities for improvement ๐Ÿ›ฃ๏ธ

(improve credit, pay off debts, save more $...)

Step 3- Strategize Next Steps:

  • Develop a tailored plan ๐Ÿ“

(adjust to higher payment, pay down debts, increase savings...)

  • Establish clear milestones to track๐ŸŽฏ

(credit score= xxx, rates hit X%., savings = $XXX..)


Know anyone who might find this helpful?


๐Ÿค”If you or someone you know would find this helpful, reach out or share this post! Let's spread the word and together we can make sure more people are planning ahead!


Call, text, email or book a time online to find out if this can help you, your clients or someone else you know!


If you're not planning on buying, we also offer complimentary Financial Wellness Blueprints and Liability Reviews. Even if you don't think you'll be making any changes with your mortgage now (as most people only need a loan every 3-5 years), we can still plan ahead or make recommendations about how you can amplify the repayment of your current mortgage.


Becoming a successful homeowner is more impacted by the decisions you make AFTER you close on your loan. We're here to help you be one!







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We look forward to being the guide on your homebuying and wealth-building journey.

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