Master Your Money: Expert Coaching for Financial Success!

Mortgage Plan

A Mortgage Plan is What You Need!

Whether you are a first-time homeowner, renewing your mortgage, or refinancing your mortgage to consolidate your debt, you deserve the best interest rate on your mortgage. 

Your bank and any mortgage broker (including our team) would love to arrange a mortgage for you.

They will give you a fixed-rate or variable-rate mortgage, the best interest rate; they focus on the minimum monthly payment on your mortgage,

amortize your mortgage to 25, 30 years, or more, and then close the transaction.  

This type of mortgage will shackle you for life and may make you vulnerable to refinancing your mortgage to consolidate your debt multiple times over the next 30 years. 

You need the right mortgage and the best interest rate to minimize the interest you pay over the life of your mortgage, not just the term. 

You should consider your mortgage a tool to meet your financial goals, not just a loan. 

The mortgage plan will incorporate your mortgage into your overall financial picture by analyzing your current financial situation, monthly cash flow, debt, retirement, and savings goals, among other things. 

Your lender or many other mortgage brokers do not deliver such a mortgage plan for you, instead, they provide you with a mortgage transaction. 

If you need the best interest rate on your mortgage or the right mortgage with the best interest rate that empowers you to become debt and mortgage-free in 7-10 years, then you are in the right place!

We provide you with a mortgage plan that incorporates the right mortgage, the best interest rate, and the ability to meet your life goals over time.