MORTGAGE CHECKUP

Your story evolves and changes over time. Maybe your mortgage should too. Similar to a health checkup, a mortgage checkup is the right way to stay on track and remain fiscally “healthy” with your unique journey.

Complimentary Mortgage Checkup

Planning for the future? A checkup is a good way to formulate an effective strategy in concert with your financial planner.

  • Have some unresolved debt at a high interest rate? A low-rate mortgage with potential tax savings may be a smarter option than plastic.

  • Planning an addition to your home? Let’s talk options so you can go from vision to reality.

  • Or, perhaps, you’re in a position to save tens of thousands in interest by reducing your term and lowering your rate.

We’re in this together, so let’s see what’s possible.

Here are Some of the Things We'll Check

  • Can we lower your interest rate and save in the short and long term ?

  • Are you maximizing tax benefits of a mortgage?

  • Can we utilize existing home equity to help with renovating?

  • Can existing equity be leveraged as down payment for a second home or rental property?

  • How does your mortgage dovetail into other financial goals, like college planning?

  • Is there other, higher-rate debt we can eliminate with a lower rate mortgage?

  • Do you have fiscal peace of mind?