Is This You?
My clients have been referred to me by someone they know and trust.
They live primarily in Southern California with ages ranging from 21 to
75. They tend to be happily married with children, although I have
plenty of single clients as well as clients that don't have any
children.
My clients tend to place a high value on interpersonal relationships and like to work with a professional they can trust. A small sampling of the industries and professions from which my clients hail are:
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Technical Writers |
Plumbers |
Hair Stylists |
Scientists |
Painters |
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Administrative Assts |
Firefighters |
Nurses |
Title Insurance |
Doctors |
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Air Traffic Controllers |
Accountants |
Veterinarians |
Social Workers |
Mechanics |
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Day Care Providers |
Welders |
Military |
Electricians |
Sales |
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Personal Trainers |
Teachers |
Principals |
Pool Service |
Recruiters |
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Postal Carriers |
Chiropractors |
Counselors |
Landscapers |
Geologists |
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Police Officers |
Appraisers |
Construction |
Realtors |
Attorneys |
My clients tend to be open to new ideas and beliefs.
They realize that they may not know everything about mortgages and
finance and are willing to learn and consider different approaches.
They understand that if they want different results they need to do
different things.
My clients appreciate and desire personal attention
and great customer service and are looking for solutions tailored to
their individual circumstances.
They confidently refer their family, friends, and work associates to me for my expert advice and counsel.
In short, if you don't exhibit these types of characteristics you probably won't benefit from working with me.
Perhaps one of these scenarios best describes your situation?
You want to buy a house but you're no sure where to start. With all that's been happening in the housing market, you may even be wondering if now is a good time to buy a house.
You want to buy a house but you're not sure whether a small or a large down payment
is best. In fact, with all the financing options available today, you may be confused
as to what benefits the various financing options may provide you.
You want to know how the changing lending guidelines
and increased credit score requirements will affect your ability to buy a house
or restructure your mortgage.
You are tired of the deceptive and borderline
fraudulent mortgage advertising and you are finally ready to work with
a professional mortgage strategist.
You aren't 100% sure what type of mortgage (30-year
fixed, 2/3/5/7/10-year fixed, NegAm, etc...) you have and you want a professional
you can trust to review your documents and tell you for sure so you have no surprises.
You may even know you have an adjustable rate mortgage but you're not sure when
it will adjust or what it will adjust to.
You are frustrated because high gas and food prices
have put a strain on your monthly cash flow and resulted in rising credit
card balances and you'd like to know if restructuring your debts could increase
your monthly cash flow.
You want to pay off your mortgage as quickly as
possible but you're not sure what the best way to go about doing that is
whether it's a 15-year mortgage, sending extra principal with each payment or doing
a bi-weekly payment schedule.
If any of these scenarios resemble your situation you've
come to the right place! I can help!
Prospective clients won't be successful with us
if they:
- Aren't open to new ideas
and believe they have all the answers and can do it alone.
- Complain about their current
situation but are not motivated to change it.
- Are ONLY looking for the
lowest "quoted" interest rate and fees.
- Believe there is a "one size
fits all" mortgage and that all mortgage consultants are the same.
- Believe there is nothing
wrong with using my expert advice and counsel to solve their problems and give the
business to someone else.
I feel it is critically important to begin our relationship
with the correct expectations to give you the best chance at success working with
me.
Now that you have a better idea of the kind of clients
I work with
click here
to learn more about
How We Work
with clients and the results I produce.
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