I am a mortgage planner who seeks to advise and guide clients in creating wealth through the use of home equity and mortgages.
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Mortgage planning, by definition, is designed to help the homeowner make the most informed decision possible, by integrating the mortgage decision into the overall financial plan - it's not recommending and selling specific strategies.
The goal of every Mortgage Planner is to help the homeowner select the mortgage that:Helps them make the most informed decision possible; Is suitable based on their historical savings and earning history; Dollarizes the total cost of different debt structures over time; Helps them reach their freedom point within their desired goals; and Gives them peace of mind.