Home Buying
You are mentally and emotionally ready to buy a home, but now you need to get financially ready. Meet with a CFP® to review your current finances and find guidance through the process of becoming a homeowner. You will find answers to questions such as: “How much can I afford to spend on a home”, “How do closing costs and points work?”, “What financing options are available?”, and so many more.
$650
What you’ll get
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One 60-minute meeting with a CFP®
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Access to our online platform to input your current income, expenses, savings, and debt prior to your meeting
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Clarity on what size mortgage you can afford
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Tips on how to save for a down payment and closing costs
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A follow up email with personal recommendations and next steps
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A one-page homebuying plan, emailed to you after your session
In-person and remote options
In today’s world, a physical space or presence no longer defines an organization’s reach. We’ve made the investment in the technology needed to work with clients efficiently and effectively from anywhere. We’re always glad to see you in our beautiful office, but when that’s not possible, we can still be connected.
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