Discovery Call
Let’s schedule a call to talk about your home loan goals.
What will we talk about on our discovery call?
On our Discovery Call we want to learn about you, your financial situation, and your financial goals.During this initial consultation, we will ask you questions like:
- Will you have enough liquid savings after your down payment and closing costs to protect you in case of a temporary loss of job or to cover an unexpected housing expense?
- Are you actively contributing to your retirement account, HSA, 529 college savings account, and generally on track with your retirement plan?
- What high-payment or high interest debts do you have besides your mortgage?
- At what age do you want to be mortgage-free?
- What other financial goals do you have beyond the purchase of this home and your eventual retirement?
- Do you need help with financial literacy and building a financial-freedom plan?
