M.A.P Mortgage Advantage Program

Mortgage Advantage Program

is a different approach to financing your most valuable asset.

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Discovery

Understanding your unique mortgage and financial goals.
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Planning

Matching a specific mortgage with your financial goals and helping you construct a plan as needed.
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Execute

Implementing your developed plan and monitoring it every 6 months for continued success.

Discovery

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Do you want this type of advice?
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Do you have a vision for your financial future?
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What is your current financial situation?
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Analyzing your situation and answering a financial questionnaire?
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What are the steps to achieving this goal?
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Does it match your long-term vision?

Planning

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Establishing and writing down your vision.
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Reviewing current credit, income, debt and assets to help establish proper expectations.
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Making sure all party’s understand goal.
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Matching your mortgage loan, rate and payment to your long and short term goals.
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Taking your financial goals and matching them with the appropriate professional.

Execute

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Establishing your action plans.
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Organizing one location to track your assets(Quicken or excel).
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Tracking progress( Quicken).
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Communicating every quarter.
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Staying focused and disciplined.

“I am very passionate about my clients and their financial stability. Every client has different goals and objectives. I am not a financial advisor or do I sell financial products. My job is to help my clients Discover, Plan and Execute their financial goals and dreams.”

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