Are you looking to buy a home, but not sure what you can afford? Do you want to know the impact of a home purchase on your monthly cash flow and net worth? Do you need help evaluating your different mortgage options? Do you want to know how best to fund a down payment? Our advisors can answer these questions and more to ensure you are in the most-prepared position when buying a home.

What You'll Get:

  • 3 meetings or calls
  • Home purchase scenario modeling
  • Budgeting for property tax, renovation, and maintenance expenses

What We’ll Do:

  • Identify price point and purchase timeline
  • Assess resources, income, and cash flow considerations
  • Discuss appropriate loan structure and financing
  • Determine down payment strategy
  • Evaluate life insurance need to back the loan
  • Connect with lenders
Home buying


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