let’s get personal

01

on

ONE-

-ONE

I guide you through your home financing ​journey with a personalized touch. Our ​adventure begins with an intro call where ​We explore your wants, needs, and how ​purchasing OR REFINANCING your first (or ​next!) home fits into your short & long-term ​financial goals.

together we build the groundwork for a ​lasting & trusted relationship.

• pinpoint your wants & needs
• DISCUSS your Income, Asset & Credit
  
• Set a comfortable budget
  

02

the

DETAILS

After our One-on-One, I review your ​financials down to the last detail, which is ​essential to the whole process!

this step allows us to ensure that you ​qualify for the home you’re hoping to ​purchase OR REFINANCE,

discover any potential red flags, and create ​the best strategy

for your situation.

• financial review
• Discover potential red flags
• Create the strategy

03

pre

-APPROVED!

ONCE YOU’RE PREAPPROVED, We TALK ​THROUGH THE NUMBERS, & CONNECT ​ABOUT NEXT STEPS SO you feel ​empowered for the road ahead.

Next on the list...

Home shopping!

• HAND-CRAFTED solutions
• informed choice
  
• strategize & empower