You, my friend, are one of one.
So why would the strategy behind the biggest investment of your life be like everyone else’s?

When I was a financial advisor, we called this suitability. Are the investments, insurance, whatever the heck you’re recommending suitable for the person in front of you.

Why isn’t this the standard in mortgage? Great question.
What I can tell you is that I decided to do it differently.

This is why, before you fill out an application and send over all your stuff I like to hop on a quick call to learn about your goals, timelines, etc. so we can make sure your mortgage strategy is suitable for today and five, ten or thirty years from now.