Step 2 Strategy

We analyze your financial goals and present you with a Total Cost Analysis - a digital and easy-to-read breakdown of your mortgage options.

Request a Total Cost Analysis

Historically, mortgage planning has focused only on the cost of the loan, with very little regard for the overall financial strategy.

You deserve a Total Cost Analysis of all your mortgage options, and a breakdown of how your mortgage will impact your financial future.

In the Strategy phase, we prepare what is called a Total Cost Analysis for you.

This is an interactive, digital report that clearly compares the overall cost of the best loan options available to you.

Mortgage Strategy

The Total Cost Analysis advises you on ways to pay off your mortgage and consumer debts faster and with much lower cost – all while maximizing your real estate wealth.

We focus on your long-term wealth strategy over the near-term mortgage transaction.

Mortgage Charts

Click below to view a sample Total Cost Analysis

Request Your Total Cost Analysis

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We truly appreciate the opportunity to work with you on such an important financial transaction in your life and look forward to exceeding your expectations!