Book Your Spot
Pick the meeting that fits you best.
Answer a couple quick questions so we can prep.
Choose the time that works for your schedule.
Connect by video or phone.
That’s it. You’ll walk in prepared, and walk out with clarity.
Discovery Call
For new clients or anyone exploring a purchase or refinance.
In this 20–30 min strategy session, you’ll share your goals and we’ll map out the smartest mortgage plays to reach them.
You’ll leave with clarity, confidence, and next steps.
Quick Chat
For existing clients who just need a fast check-in.
A 15-minute power session to update your file, tackle a specific question, or make a quick adjustment. No fluff — just clarity and action steps.
Smart Mortgage Review
Your mortgage check-up.
We’ll break down your current mortgage, line by line, to spot hidden savings and uncover smarter options. Then we’ll wrap it up with a focused 15-minute call so you know exactly where you stand — and how to get ahead.