Home Purchase Planning
Let us help you make buying a home a reality with our scenario modeling and payment strategies.
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