Where the science begins.

The next phase is about creating a solution to meet your needs.

Now that we have a good understanding of your financial profile, we can make some recommendations about where to go from here.  We will provide you with the following services...

  • Pre-Approval Summary

  • Credit Bureau Review 

  • Rate Analysis Report 

  • Lender Comparison Report

  • Refinance Report

  • Personal Budget Review

This meeting is typically completed via face-to-face call or meeting and after we're done, you will be armed with solutions that are customized to your goals.  That's real power!