General 30 Minute Conversation
This time block will serve well if you need a short conversation or would like to ask some general questions. It will help you better understand the process for successful financing. It’s never too early to get started!
Duration: Up to 30 minutes
Initial financial consultation
This time serves well if you'd like to talk about financing options for planning purposes or before you begin an application. We’ll talk about your income, assets, goals, timeline, and possible financing options. You will then have the information you need to determine your next best steps. NOTE: This time will include going through specific financial figures, so you'll want to have items such as paystubs, W2s, asset and debt information handy. A complete list will be sent to you once the appointment is booked. Be sure to choose a date that allows you time to get everything ready, so we can make the best use of our time.
Duration: 1 hour.