Mortgage Ready Confidence

Choose Your Path

Everything you need to prepare for your renewal conversation.

90-Minute Mortgage Readiness Coaching - $450

Want help organizing your renewal preparation? In our focused session, we'll:

·        Review your renewal preparation strategy.

·        Explore potential opportunities in your finances.

·        Develop your preparation checklist.

·        Create an action plan for next steps.

Included

Self Guided Workbook

-          Clear calculations to support your renewal strategy.

 -          A solid grasp of your current financial position.

-          Practical steps to improve your options.

-          Greater confidence in your decision-making.

Special School Board discount available.

Why Work with Me?

When you're facing a mortgage renewal in today's market, the pressure to prepare can be overwhelming. As a Certified Cash Flow Specialist™ and Qualified Associate Financial Planner™, I help you organize your financial information and clarify your priorities. Together, we'll help you get ready for productive conversations with your mortgage professionals.

I've designed this educational resource to provide practical financial planning tools for your personal use. While they draw on my professional experience, they are not intended to provide specific financial, investment, tax, legal, or accounting advice. They are not meant to replace professional advice from a financial coach or therapist. For guidance tailored to your individual situation, I'm happy to work with you directly and can collaborate with your other trusted professionals like CPAs and attorneys as needed.