Case Studies

 

Uncovered $758/month in Cash Flow!

One couple came to us a few months after getting married. She worked for the government on salary, while he ran a private recording studio. They had sold their separate homes and bought a house together on a beautiful wooded lot, intending to build a new recording studio on the property.

With money increasingly tight, they felt they hadn't quite gotten the best financing they could have on the house, and they asked us to look it over. After interviewing them, we discovered that the loan they had taken didn't really fit with their long-term plans at all; the person who had given them their loan had never really asked them anything about their life or the future they envisioned for themselves.

Through employing a new strategy that actually supported their plans for the future, we were able to free up $758 a month for them to redirect to more important goals. We decided that $500 of what we were able to free up would be go directly into their savings and investments, where it would be growing. The remaining $258 a month we freed up gave them the breathing room they needed every month to feel comfortable.

Moreover, according to the plan we've laid out, that $500/month incease we were able to direct toward their savings will position them, if they should choose, to pay off their home in only half the time as their orginal mortgage. Or, depending on how their careers had progressed, if they so chose, they would be positioned to continue to let their investments grow and provide for a substantially more comfortable retirement.

The loan officer who gave them their original home loan hadn't simply not listened to them about what was important to them and the kind of future they wished to build -- he never even asked them about it. Not a single question.

We took the time to ask. And we listened. And because we listened, we created a plan that has truly changed their lives.

 

Provided for a Daughter's College Education and Created Over $2.3 Million for Retirement!

Coming soon!

 

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Success Archives: These will be posted soon!