Posts tagged as:

review

Four-Part Mortgage Checkup

I’ve said it before: your mortgage and teeth need an annual checkup. When I’m your mortgage planner, you’ll get a free annual Mortgage Checkup.This four-part analysis consists of: Household Blended Debt Rate Identity Theft Exposure Credit Score Health & Improvements Equity Assessment Yes, this valuable information is free and not time-intensive for you. We do [...]

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Are You a Mortgage Orphan?

If you secured your current mortgage through someone no longer in the business, you’re a mortgage orphan. If your builder arranged your mortgage, you’re a mortgage orphan. If you haven’t heard from your mortgage provider since you closed, you’re a mortgage orphan. What’s wrong with being orphaned? You don’t have a mortgage professional who’s acquainted [...]

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Why Start With The House?

 For most of my clients, their mortgage payment is usually the largest check they write each month.  I’ve found that when I assist someone with their mortgage, that if they look at their mortgage in the context of their overall financial picture, they make better mortgage decisions, and better financial decisions.   If the Mortgage is [...]

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