It is my belief that in order to achieve financial independence households need guidance from competent & ethical advisers to help them navigate today’s complicated financial landscape.
Unfortunately, the financial industry has developed in such a manner that most households don’t have access to the competent financial guidance and therefore struggle in their quest for financial independence. Furthermore, the mortgage industry has developed into an industry where many loan originators are more interested in making a commission than they are in taking the time to educate their clients on how the decisions they make with regard to a mortgage will impact other aspects of their financial lives.
It was because of this desire that I completed an important milestone of my career in 2010 when I obtained the CFP® designation. As far as I know, of the nearly 4,000 licensed mortgage originators in the State of Oregon I am the only one that has pursued this level of comprehensive financial education.
In addition to my desire to offer a high level of professionalism and service, it would be remiss of me not to mention that my professional life is a mechanism for me to provide a comfortable living for my family and for generating resources which can be used to fund experiences & provide for others in need.
My How & What
However, if I truly want to help people make better financial decisions I have to do more than just think about it. Therefore, I have designed a unique mortgage process that educates borrowers about their mortgage options and supports their efforts to achieve their financial goals.
For example, I offer my clients a free online financial coaching resource that delivers tools & information which helps households plan for their future before, during, and after their mortgage is consummated. Please email me if you’d like to learn more about this tool.
Second, in addition to providing competent mortgage origination services I offer a free financial review & up to 1-hour of complimentary financial planning to all of my mortgage customers after their mortgage has closed.
My goal is to not only provide outstanding mortgage services but to also help my clients get on the right track to financial independence.