"Mortgages Under Management"

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While financial advisors are commonly entrusted with managing assets and investments, what about your mortgage? With its significant value often surpassing all other investments combined, it's crucial to have a skilled professional overseeing it long after the loan closes.  

What does it include?

✅ I'll thoroughly review your existing mortgage(s) to ensure they align with your overall financial goals, optimizing their setup. 

✅ I'll closely monitor mortgage rates, promptly alerting you to money-saving opportunities as they arise. 

✅ I'll provide ongoing tips and checklists for home maintenance, maximizing your property's value while avoiding costly repairs. 

✅ I'll be your trusted resource for real estate investing inquiries and leveraging your home(s) as a wealth-building tool. 

✅ I'll explore methods to accelerate mortgage payoff without the need for refinancing, helping you achieve financial freedom sooner. 

✅ I'll conduct annual financial reviews to stay updated on your goals, ensuring your mortgage and real estate needs are met. 

✅ I'll deliver monthly financial reminders, keeping you on track with your goals and preventing expensive oversights. 

✅ I'll provide regular updates on your home's property value and guide you on leveraging home equity through the powerful Homebot platform. 

How much does it cost?

This service is completely free.  Personal finance is my passion, and I'm dedicated to helping people achieve their financial goals.

 Don't settle for anything less when it comes to managing your mortgage. Trust an expert who understands the true value of your home investment and is committed to your financial success.