The Mortgage Planning Difference
The experience of using a mortgage planner gets you an in depth analysis of your mortgage needs as well as a financial snapshot. It is like nothing you have ever experienced.
You Get monthly performance reviews, and an annual mortgage review and liability audit (for your CPA) Check out the video tour for a full description of services.
Your Mortgage Under Management
A mortgage under management is simply this: The largest debt you will most likely have in your lifetime functions differently than any other debt you can have unless you own your own business. This means it is most likey the lagest potential tax write off you will ever have, and the largest out of pocket expense (monthly) that you will budget for.
This is why the mortgage plan is just one part of your overall plan with your financial planner and tax accountant (CPA.)