Broker Check

Topic-Specific Packages

Our mission is to empower people to maximize their financial potential and be the trusted financial partner they are looking for.

Financial planning is a journey, not a destination.

Home Buying Essentials Package

  • Can I afford the home I want?
  • Model out the impact of my cashflow.
  • Help me evaluate mortgage options.
  • Plan for property tax and maintenance expenses.
  • How much of a down payment should I put down?
  • Which assets are better to liquidate for my down payment?
  • Do I need additional life insurance to back the loan?


Total Consultation Hours: 3