From my perspective, mortgage planning means more than providing my clients with rate options. It means helping them maintain the financial independence they’ve worked their whole lives to achieve. It means striving to ensure they have the means to pursue what’s most important to them. And it means understanding them as unique people – complete with unique goals, values and circumstances that factor into the customized strategy I develop on their behalf.

Our consultative process begins with an in-depth discussion about your current finances and future objectives helping us integrate the mortgage loan our clients select into their overall long and short-term investment and financial goals along with their payment and equity objectives. We’ll even address possibly overlooked issues that may have a significant impact on your ability to qualify for a loan.

The really cool part? Having the opportunity to help transform my clients’ dreams of home ownership into a reality.