MY process

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
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