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About our Service
Let's identify potential issues and get your ducks in a row on the front end so that you can make an informed decision about moving forward.
Includes:
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Complimentary phone consultation to see if we are a good fit
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Data Gathering - Assets, liabilities, income & expenses. Detailed research now may save time & money in the future.
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I can then model potential scenarios for you and help answer:
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What are you current & future income needs?
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Will you be able to maintain a similar lifestyle to what you have currently?
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Can you afford to keep your house?
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What steps should you take now, for a smoother transition in the future?
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What red flags are there?
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3 meetings in person/remotely with Kristi
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Unlimited email access to Kristi for 3 months