Dreams and Goals Call
An introductory call where we cover the process before during and after your purchase. This is a get to know you and your financial life call.
30 minutes
Pre-Purchase Consultation
We'll review market conditions, how to gain a competitive advantage when making your offer, along with a comprehensive overview of loan options.
30 minutes
Refinance Strike Rate Review
We'll review numbers for you in the current market and review a target rate if the current market doesn't make sense.
30 minutes
Partnership Plus Introductory Meeting
We'll review the basics of partnership plus and discuss ways we're able to grow together.
30 minutes
15 Minute Call
Just a quick phone call.
15 minutes
