Planning Resources

Click to Download Your Foundation for Financial Success (pdf)

Since the start of the Great Recession, most people have questioned the validity of their financial plans. Some have made aggressive shifts in their spending and investment allocations while others have stopped opening their financial statements altogether.

No matter where you find yourself along this continuum, you owe it to yourself to consider the role of your mortgage in your financial future.

That’s why I wrote a planning guide based on my “Start With The House” philosophy and included both case studies and a planning questionnaire.

In the event I can assist you with a mortgage review, please call. I look forward to being a part of your annual financial review, along with the other professionals of your choosing.

Since the start of the Great Recession, most people have questioned the validity of their financial plans. Some have made aggressive shifts in their spending and investment allocations while others have stopped opening their financial statements altogether.

No matter where you find yourself along this continuum, you owe it to yourself to consider the role of your mortgage in your financial future.

That’s why I wrote a planning guide based on my “Start With The House” philosophy.

Since the start of the Great Recession, most people have questioned the validity of their financial plans. Some have made aggressive shifts in their spending and investment allocations while others have stopped opening their financial statements altogether.

No matter where you find yourself along this continuum, you owe it to yourself to consider the role of your mortgage in your financial future.

That’s why I wrote a planning guide based on my “Start With The House” philosophy.

Acres of Diamonds:

Written by Russell H.Conwell, the founder of Temple University, this work originated as a speech which Cornwell delivered over 6,000 times around the world. Conwell’s capacity to establish Temple University and his other civic projects largely derived from the income that he earned from this speech. In this, he showed us how to use wealth wisely.

Acres of Diamonds

I hope you’ll enjoy this free download.

About

My first profession was an F-16 pilot with the United States Air Force followed by short stint as a commercial airline pilot with US Airways. As a pilot, I honed my ability to stay focused on “the mission” while adjusting to unplanned circumstances like bad weather, equipment problems, and even enemy aircraft. This ability serves me well as a Certified Mortgage Planning Specialist (CMPS).

Speaking as a former airline pilot, a long flight resembles a mortgage: you should start with a destination in mind, a plan for how to arrive there, and adjust your course along the way. With a mortgage, the destination is paying off the loan and living in the right home. You make course corrections by paying extra on the mortgage, using a home equity line or refinancing.

In a long flight, however, missing one simple thing at the beginning, like checking the oil level in the engines, or setting the heading wrong by even just one degree, could have disastrous consequences later on. Same with a mortgage.

I had big ambitions when I started my mortgage company (and still have them). I envisioned a company that would help homebuyers develop an integrated mortgage strategy that would lead to financial clarity, and a plan that would help them increase their financial security, minimize their tax obligations, and increase their net worth over time.