4 Ways a Mortgage Plan Will Save You Time, Money, and Stress
Don't just apply for a mortgage loan, make a plan and identify your best path to success.
Clarify what's marketing hype and what you need to know for your unique situation.
Remove the gap between what you think you qualify for and what you actually do.
Know your financial health and identify a 6–12-month strategy to improve it.
Build confidence in what you can control in the midst of what you can't.
A mortgage is so much bigger than getting a low rate
How you use your mortgage is just as important as the goal you plan to use it to accomplish.
Building a legacy of wealth
Buying a rental property
Managing your debt
Investing in your business
20
YEARS WORKING IN THE MORTGAGE INDUSTRY
6
YEARS WORKING AS A LICENSED FINANCIAL ADVISOR
In today’s real estate market, it’s essential that you have 2 things – a plan and a partner. A plan that makes your options clear and a partner that guides you every step of the way.
As both a licensed real estate broker and a registered Financial Advisor our conversations are different. Why? Because bigger than “What loan do I qualify for?” is “What are my money goals today and what can I do to make sure my money meets me in my tomorrow?”
We can talk about both.
The mortgage experience you deserve
We're here to partner with you on your path to achieving your financial goals.
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Let's Connect!
Mortgages are complicated, but making a mortgage plan doesn't have to be. Get the process started by completing our quick application it takes less than 3 minutes.
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Let's Meet!
Now that we have some basic information, let's schedule time to learn a little more about your uniqute situation. We'll slow the conversation down and listen to you. This is where we'll set expectations and identify how we can help you.
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Let's Make a Plan!
With expectations set, now we're ready to make a mortgage plan - which means we'll need to begin working with real numbers. We'll review and analyze your credit and income documents and present you with a plan and a timeline to achieve your goals.
Hi! I'm Mechele your Mortgage Planner
I've been in the mortgage industry since I was 19 years old. It's the the only career I've ever known.
I've been part of seeing good-hearted, hard-working families leverage real estate to build a life they once only dreamed of.
I've helped my clients buy their first home and their first rental property. I've walked with them through loan modifications and loan denials. I've walked with them when they've lost a home and when they made the decision to buy again. I've been part of their financial wellness plan.
Seeing our clients realize big goals is what gets me and my team up every morning. Helping them get there is what brings us to work every day. Because we know from experience that when we're here for each other, we can trust that we'll be here for today and whatever comes tomorrow.
Let us be part of your plan.
Mechele A. Nelson
CA DRE 02075621/TREC 0642683
NMLS ID 948128/CRD 6413768
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Mechele A. NelsonCEO / Principal Broker