It is important to me that you are set up for success during and after this mortgage process.

I have great people I work with in every field and know who is the best from my 24 years of experience. If you're needing any professional referrals, please fill out the quick 3 question survey to make sure you are prepared for closing.

Name

First Name

Last Name

Email

Financial Advisor

Did you know that 90% of successful people have a financial plan and a financial advisor? Also, it is incredibly cheap to set up a life insurance policy to cover the amount of your mortgage and make sure your loved ones are protected if something terrible should happen? Would you like to me to set you up with a referral to a financial advisor?

Yes

No

Insurance Producer

Would you like me to set you up for a review if Life insurance makes sense and a quote?

Yes

No

Estate Attorney

It is also important that you understand how the ownership of your home is titled and protected in case something happens to you. Establishing a will and trust is not a fun process but necessary to make sure your wishes are seen through if anything terrible should happen. Would you like me to set you up with a referral to an estate attorney?

Yes

No

Other

Need a connection to a profession we didn't mention? Please write your referral need below and if I know someone, I'd be happy to recommend them!

Thank You!

I look forward to connecting you!