Our approach

Don’t Let Your Mortgage Control Your Life!

Our mission is to set the highest standard in the mortgage industry. We want each client to be a client for life.

METHOD MADE SIMPLE

Our
Approach

I approach lending differently, potential clients think I am in the business of doing loans. This could not be future from the truth. I help you create, perhaps the largest debt in your life. I have a professional responsibility to help you manage this debt. I see my primary goal as an advisor, helping my clients integrate the mortgage loan into their short-term and loan term financial goals.

People are at different stages in their life when they come to me looking to finance a home. The same plan does not work for everyone. Once we have all the pertinent information, we build a mortgage plan that integrates within your goals. If you do not know your goals, we will help you develop them.

People underestimate the importance of getting the right mortgage. It is not just a rate, the lowest rate in the wrong plan can be the most expensive to you in the long run.

MORTGAGE LENDING PROCESS

How It Works

Our mission is to set the highest standard in the mortgage industry. We want each client to be a client for life.

Step 01

Understand your goals:
Where are you financially in your life and what goals have you set. If you have not set any current goals. We will help you develop your goals.

Step 02

Create a personalized strategy:
We need to develop the right strategy for your current equity, income and stage of your life.

Step 03

Implement the plan:
We will adapt the plan over time as your life changes. Life events will change your goals and your plan. I will review your plan annually.