Let’s Get Started

General Meeting

For Everyone
15 Minutes

We’re here for you … Let’s chat about whatever! If you don’t see a time that works, email us at

Personal Strategy Session

For Aspiring & Experienced Investors
30 Minutes

* PREREQUISITE: Schedule of Real Estate Owned

Let’s talk about your goals to secure and grow lasting wealth! Explore ideas to optimize returns, minimize tax, hedge inflation, preserve equity, unlock investment capital and/or increase passive income. You’ll start creating a game plan to optimize your current equity, credit, cash, and cash flow and discuss financing strategies to make the most of your portfolio. Please be sure to include your spouse and/or investment partners!

Borrowing Power Analysis

For Home Buyers & Homeowners
20 Minutes

Find out what you qualify for! If you’re looking to buy a home, cash-out some equity, lower your mortgage payments, or accomplish something else with real estate financing … Review your financials with an experienced mortgage professional, create a plan to achieve your financing goals, and start building your winning credit package. You’ll be well-prepared to secure financing for your next step.

Strategic Partner Meeting

For Industry Professionals
20 Minutes

For Real Estate Agents, Syndicators, CPAs, & Industry Professionals: An integrated team of professionals working seamlessly together with a holistic understanding of the clients’ goals is key to their success. Let’s explore how we can work together to provide better service and help even more people!

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