05/23/2025
In April 2024, Jon and I met this couple who were wanting to buy a home for the first time!
Their situation at the time:
•Husband was working full-time, wife was coming back from Maternity Leave
•Collectively they had about 50K in credit card debt, and 19K car loan.
•They had term life insurance in place that would double their payments upon renewal.
•They have not yet started planning for retirement, daughter’s college education or emergency funds.
Our strategy:
•Increase cashflow
•Debt elimination
•Save up Down payment
•Build a strong financial foundation using insurance
•Investment vehicles to have sufficient funds for emergency, college education, and retirement
After a year of planning, ex*****on, sacrifice, waiting, with a lot of hope, faith and patience and proper financial advice, they have finally “BROKEN GROUND” and started building their DREAM HOME. 🏡🧱 along with that, they have eliminated majority of their debts and have vehicles in place to continue building their savings and investments for the future. 🚀💪🏼
Buying a home should be a blessing and not a curse. Failing to prepare = preparing to fail. It all starts with a financial check up. Message us for a complimentary financial check up and let’s turn your dreams into reality. 🏡🔐🔑
