Category Archives: Savings

90 Days to Better: The Second Concept to Borrowing Smart

The Second Concept to Borrowing Smart This series is based on fiscal literacy as it is the center point of everything we do to impact the lives of our clients. We help educate home owners and home buyers to be … Continue reading

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90 Days to Better: We Must Do More

We Must Do More. As mortgage professionals, we must do more to help our clients build safer, stronger financial futures.  There is a tremendous lack of fiscal literacy for families across the country, and we have the opportunity to put … Continue reading

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‘Lunch Money’ – Monthly Training & Education to Help My Team Increase Their Fiscal Literacy & Confidence

This month I launched ‘Lunch Money’, a monthly training and education to help my team increase their fiscal literacy and feel more confidence around money as they build a path for a successful financial future! This has been a passion … Continue reading

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Dear Loan Officer: How are you planning to invest in your top clients in 2021?

Dear Loan Officer, Good afternoon! I wanted to share a video with you all, that I shared with my coaching clients this past Tuesday. We’ve all been collectively drinking from the fire hydrant (so to speak) with opportunity. Some of … Continue reading

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Dear Loan Officer: How to Budget on a Variable Income (And Not Lose Your Mind!)

Dear Loan Officer, We all have a lot of competing financial responsibilities. As a loan officer, how can you accurately budget when you don’t know to a T how much you will make in a given month? In my below breakdown, … Continue reading

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What is the real cost of a mortgage?

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The New Location, Location, Location

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What is the real cost of a mortgage?

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The Number ONE Mistake Home Buyers Make

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How to Compound Your Success

What are you doing daily and weekly, consistently, to achieve your most important goals? Where is your focus each day? Are you focused on your goal or destination, or the daily disciplines? Enjoy this coaching video on how small, seemingly … Continue reading

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