Broker Check

Home Buying Essentials

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
  • Determine down payment strategy
  • Evaluate life insurance need to back the loan
  • Provide outside referrals to potential lenders

Plus, address all of your planning needs by adding on our Financial Planning Essentials package within 12 months and only pay the difference!

Total Consultation Hours: 3

Book an Introductory Call