Meet With Mike

I am not your normal mortgage professional.

Instead I focus on your whole financial situation and how the mortgage you choose will affect it.

When I meet with you we look at the mortgage and how it is intertwined with all your finances. Too many people are guilty of compartmentalization when it comes to their mortgage. While they focus on choosing the right mortgage, they fail to see how that affects all their other debts, assets and investments. We will look at it all!

In our face-to-face planning session I will teach you how money works, and show you how to become wealthier using your mortgage as a powerful financial tool.

My promise to you is: No surprises!

To ensure this, please take the time to download the following two forms to be prepared for our meeting:

1. Credit Authorization: Please open this document and complete the entire form, sign it and fax or email it according to the instructions at the bottom of the form. This must be completed and sent to us to confirm our meeting.

• Download Form

2. Consultation Checklist: Please open this document and use it as the guide to gathering all the documents needed at our meeting.

• Download Form