3133 W Fry Rd.
Mortgage Planning is the process of carefully evaluating your mortgage options and choosing the rightmortgage strategies that fit your current financial situation and then aligning that with all your otherfinancial goals.
In order to guide you appropriately, we first establish a clear understanding of where you’re starting.We ask questions to help us accurately assess your needs:
Through our extensive research, we offer varied mortgage options, and we evaluate what could benefityou. We consider many questions in analyzing your options:
Once we've discussed your options, and how they may impact your overall housing and financialsituation, we’ll help you decide which plan of action works best for you. We’ll be here to provideexperienced guidance, answering any questions you may have. We’ll also coordinate the whole processwith you and your financial advisors as necessary.
Mortgage planning is a life-long process because your financial situation is likely to change from time totime. As your mortgage planners, it's our role to help you monitor these changes as needed throughannual reviews. During these meetings, we’ll give you an update on interest rates and the housingmarket, and we'll discuss any changes that may have occurred in your situation to see if it makes senseto modify or update your mortgage plan.