What is Mortgage Planning?


Mortgage Planning is the four-step process of helping you improve your life by using the right mortgage strategies. Your mortgage is most likely your single largest debt, and your home is most likely your single largest asset. That’s why mortgage planning should be conducted with a certified professional who is trained in the five CMPS skill sets:

Mortgage & Real Estate Taxation – how and why to understand the tax implications of various mortgage strategies

Housing, Financial & Mortgage Markets – why interest rates fluctuate, and how to understand the housing, financial and mortgage markets

Cash Flow Planning – how to reduce debt, improve cash flow & compare your options in the context of retirement planning, college funding, elder care, and other important life events

Real Estate Investment Planning – how to reduce your risk, and compare the impact of various mortgage options on your rate of return

Ethics and Compliance – how to experience the highest level of professional care, competence, and communication during the mortgage and home buying process

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