I founded WealthWise Mortgage Planning with the belief that we need to educate and empower our clients when it comes to mortgage and finance. When you see the words "Always in your best interest" with in our website or company materials, know that they are the foundation upon which our company is built, and the standard against which our decisions are made when it comes to advising you about your finances.More Less
Because I do this every day, I am exposed to information that most people are not, especially in the area of finance and credit. I believe that with that knowledge comes an obligation to help my clients learn and understand what effects their financial situation--positively and negatively. Giving my clients that information and knowledge helps them make more educated decisions for themselves.
As to the mortgage transaction specifically, my hope is that when everything's completed, my clients will not only understand the process through which they've come, they'll feel as if it's the finest mortgage finance experience they've ever had. When my clients refer me to friends and family, I know I've accomplished my goal.
Thank you for spending time getting to know a little about me and WealthWise Mortgage Planning. My goal is to have you as a client and friend for life. While I welcome any comments you might have about your experience with us, I'm especially interested in ways we can improve so that each successive client experience is better than the last.