Do More with Real Estate
Optimize your real estate financing with proven equity strategies, a customized game plan, the right loans and an integrated team to achieve your goals.
A Solid Foundation
- “The strategies discussed help me establish a solid financial foundation to build on to achieve success in the long term.”
Sylvana C.
Atlanta, GA
Introducing the
Equity Strategies Team
Unlock the full potential of your equity, credit, cash, and cash flow to do more with real estate.
Get started investing in real estate, buy your first home, secure and grow your existing real estate portfolio …
Whatever taking it to the next level looks like for you, our financing strategies and connections will help you get where you want to be faster.
Equity Optimization Game Plan™
A proven process to unlock the power of your financials and strategically build lasting wealth.
The Result: You’re empowered with the knowledge, plan and team you need to make the most of your real estate portfolio.
01
Discover a Better Way
Learn the principles underpinning our financial system and how savvy investors build wealth faster.
03
Deliver on Your Goals
Connect to the team that you need to execute your strategy, realize your portfolio’s potential and make your vision a reality.
02
Design Your Game Plan
Create your customized game plan to optimize your current equity, credit, cash, and cash flow during your Personal Strategy Session.
04
Discipline Your Optimization
Commit to a cadence of monitoring, rebalancing and harvesting to make adjustments to your portfolio and game plan as needed.
The Benefits:
When you’re running your Equity Optimization Game Plan™, here’s just some of the financial rewards.
- Optimizing Returns
- Minimizing Tax
- Hedging Inflation
- Preserving Equity
- Utilizing Credit
- Unlocking Capital
- Increasing Income
Learn more about how you can use financing to secure and grow your real estate holdings!
New Economic Reality
Times have changed. Long gone are the days when dividend paying stocks based on sound business fundamentals outpace inflation, a nest egg of savings earns you a reasonable yield, and your hard work is enough to grow a “wedge” of wealth.
Today, taxes, interest and inflation silently steal your hard earned savings. But still …
Financial Freedom is possible. What if there’s a blueprint on how to grow your wealth in today’s economic environment? What if you knew exactly what to do to get ahead? What if you could be on the winning side of the rich getting richer and the poor getting poorer?
Join us to discover real-world pathways to prosperity!
Stephanie and Kathy are fantastic! They have a deep knowledge of the industry and the options available to investors. They have my highest recommendation!
Scott F.
She was able to answer questions no one else could. She was able to take a broader look at my whole financial picture and goals and help move me toward them.
Varuna R.
Stephanie was available to chat whenever needed. She explained the process and gathered all in the information knowing we had numerous investments and the complexities for refinancing with that.
Sneha C.
Very quick, to the point, professional and easy. You made this experience very easy and kept us updated every step of the way!
Ketan R.
“I have a one-stop-shop and consultant to help us work toward our goals and dreams. I was able to gain such clarity and I will be able to take action steps instead of being stuck in analysis paralysis.”
Dean M.
“Stephanie’s experience combined with her team of tax and asset protection specialists help individuals leave with a comprehensive and actionable strategy for achieving their goals.”
Ben D.
“… be prepared to be “wow’ed”. In just the few months I’ve been working with her, I had no idea how much detail is involved with making your personal bankability optimized! Stephanie is an incredible resource.”
Mike P.
“Stephanie is a rock star … She knows her stuff as I am super excited, we may be able to get started NOW instead of like 1 or 2 years like I was thinking.”
David K.
“I liked the way you helped me look at the rentals and my personal finances from different angles that I hadn’t considered to unlock more potential capital. The detailed spreadsheet was extremely helpful as well.”
Jeff P.
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