M.A.P Mortgage Advantage Program
Mortgage Advantage Program
is a different approach to financing your most valuable asset.
Discovery
Understanding your unique mortgage and financial goals.
Planning
Matching a specific mortgage with your financial goals and helping you construct a plan as needed.
Execute
Implementing your developed plan and monitoring it every 6 months for continued success.
Discovery
Do you want this type of advice?
Do you have a vision for your financial future?
What is your current financial situation?
Analyzing your situation and answering a financial questionnaire?
What are the steps to achieving this goal?
Does it match your long-term vision?
Planning
Establishing and writing down your vision.
Reviewing current credit, income, debt and assets to help establish proper expectations.
Making sure all party’s understand goal.
Matching your mortgage loan, rate and payment to your long and short term goals.
Taking your financial goals and matching them with the appropriate professional.
Execute
Establishing your action plans.
Organizing one location to track your assets(Quicken or excel).
Tracking progress( Quicken).
Communicating every quarter.
Staying focused and disciplined.
