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:
ā¢Husband was working full-time, wife was coming back from Maternity Leave
ā¢Collectively they had about 50K in credit card debt, and 19K car loan.
ā¢They had term life insurance in place that would double their payments upon renewal.
ā¢They have not yet started planning for retirement, daughterās college education or emergency funds.
Our strategy:
ā¢Increase cashflow
ā¢Debt elimination
ā¢Save up Down payment
ā¢Build a strong financial foundation using insurance
ā¢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 āBROKEN GROUNDā and started building their DREAM HOME. š”š§±šŖ 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. ššŖš¼
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 letās turn your dreams into reality. š”šš
