I would love to help you reach your financial goals in the coming year. By scheduling a mortgage checkup with me, we can discuss your current situation as well as your goals for the future. There are many questions we will go over to understand if it is a good time for you to purchase a new home or refinance your current mortgage.
We will begin by thinking about your future. Ask yourself: “What are my real estate goals for the next 5-10 years?” Maybe you want to purchase your first home, or maybe you want to purchase a vacation home. Analyze whether you anticipate changes in your employment or income over the next 5-10 years, as this could affect what you can afford. You will also want to consider if you are anticipating any life-changing events over the next five years. These events include:
Next, we will discuss the current state of your home and mortgage and how that will affect your future plans. We will look at the approximate value of your home and how long you plan to live in that home. If you have a second mortgage, we will take that amount into consideration as well. Once we have determined all this, we can discuss your personal goals as well as your goals for your mortgage.
Personal goals may include:
Mortgage goals may include:
Let me help you achieve your financial goals for 2019. Call me today to schedule a time to evaluate your current situation and discuss your future plans.
-From Fairway Motivator Team
Review Your Mortgage to Achieve Financial Goals