This quote is a perfect fit for what I talk about in my video today:
“The great thing in this world is not so much where you are, but in what direction you are moving.” And it’s completely up to you!! ~ Oliver Wendell Holmes
Great Big Dreams Require Great Big Thoughts & Little Tiny Steps from Janet French on Vimeo.
It’s really quite simple to enlist the help of a Trusted Advisor team. All it takes is one simple phone call to schedule a short 1-2 hours of your time to sit down with me and get your finances on track. From that point forward, all you need to do is keep committed, meet with us annually and let us handle the rest. Now you’re on your way to a balanced life!!
And if even if it’s not the time to refinance your loan, you may be thinking, “What on earth could a mortgage consultant do for a client that doesn’t need a loan? After all, the loan is closed…what else is there???”
Answer: A LOT, A LOT, A LOT! Let me give you just one example. Imagine if every single family that borrowed on a “sub-prime” or “prime” loan had met with their debt advisor in person to discuss their overall debt management plan? That discussion would involve:
* Taking a look at where you are today and where you want to go.
* Reviewing your original plan & your original commitments, if this is an annual review (ask me about that)
* Discussing if you need to make adjustments or you need a complete new strategy (and we’ll help you make it happen).
* Getting to look at your current credit report
* And most importantly, addressing all of your questions and concerns regarding your overall financial plan and your future loan adjustments.
It’s important for you to realize that a true and trusted advisor tells a client what they need to hear, not what they want to hear. Just imagine that your neighbor just went into foreclosure and now YOUR home value is lower. If your neighbor was given that type of valuable advice a year ago, how would YOUR situation be different today! I hope you’re getting what I’m saying now. A true mortgage and/or asset manager earns their income after a transaction is closed and ongoing into the future, not before or during. This housing market is precisely why it’s so very important.
Oh, by the way, several people have called me recently to tell me that their original broker / company has gone out of business. Remember, I’m happy to meet with anyone who wants to be supported by and committed to working with a trusted advisor even if I wasn’t the one that originated the loan.
Keep this in mind, a year from now what will you wish you started today?
