Who is the Borrow Smart Experience for?

1. People planning to buy their first home in the next 12 months.
2. Current homeowners wishing to review, and to better understand how to implement their real estate into their overall financial plan.
3. After reading below, click the image above to get additional information.

FIRST TIME HOME BUYERS: This custom Borrow Smart Experience is catered specifically for those buying their first home.  Clients learn how much they can comfortably afford, how to get the most tax benefits, and how interest rates and costs work.  Our unique process teaches the critical 7-Steps and 7-Concepts from our book, helping First Time Buyers avoid the most common financing mistakes.

We have successfully combined the 7 Steps to a better mortgage with comprehensive Mortgage Planning to provide the most powerful and valuable financing experience available to home owners!

The Borrow Smart Experience™ is a 3-step strategic planning and education process designed to help homeowners learn and implement the strategies necessary to maximize tax savings, cash-flow, and long-term financial safety through real estate.

Step 1 - The Borrow Smart Application: Simply click on my book image above and complete the application.  Select "Annual Review", "Purchase", or "Refinance", and then "next".  It is simple and quick, and once completed, will feed directly into our Borrow Smart Software and help us prepare for our Borrow Smart Consultation. 

Step 2 - The Borrow Smart Consultation:

During our 90-minute personal consultation, we discuss your greatest goals, any financial concerns, and uncover any obstacles in the way of achieving your goals.  Then, utilizing our powerful Borrow Smart Software, we help you learn how to implement the critical 7-Steps and 7 Concepts from my book to make the best borrowing decisions when financing your house. (Download first 3 chapters of my book for free!)

Step 3 - The Borrow Smart Plan™: Upon completion of our consultation, you receive a custom 7-page plan detailing the best mortgage strategy to meet your goals.  Every Borrow Smart Experience is tailored to your specific financial needs and situation. 

FIRST TIME HOME BUYER VIDEOS: Watch some videos on the home buying process such as: credit, how to choose your team and other pertinent home buying infomation. Our goal is to create a custom Borrow Smart Experience that is second to none.  How great would it feel to know how much you can comfortably afford?  Peace of mind in the homebuying process is knowing how to get the most tax benefits, as-well-as how interest rates and costs work.  Our unique process teaches the critical 7-Steps and 7-Concepts from our book, helping First Time Buyers avoid the most common financing mistakes.

How do I get started? 

1. Contact us by email or phone for an introductory discussion of your goals and needs.
2. Complete the Borrow Smart Application.
3. Upon receipt, a team member will follow up by phone to answer any initial questions, ask additional questions, and schedule our 90-minute consultation:
   • In-person at our office
   • By phone – 571-482-8301
4. Gather initial paperwork and fax or email prior to meeting.
5. Conduct Borrow Smart Consultation and move forward on specific Action Plans. 

How much does the Borrow Smart Experience cost?

• *This planning fee is waived for clients utilizing our mortgage team for their mortgage financing needs, making the Borrow Smart Experience completely FREE!