The Money Lady

08/28/2024

The average rates are looking like this... but my clients know we don't settle for average! Whether it's locking in a lower rate or finding the best mortgage fit, I’m here to help you win. 💪

Who’s ready to beat the market? Let’s make your home dreams happen!

07/26/2024

Hey everyone! 🎉 Exciting news—our August classes are officially here! We’d love for you to take a look at the new content we’ve put together. Is there anything that catches your eye? Your participation and feedback would mean a lot to us! If you’re looking for some guidance or if you have some to share, please join us! We’ll be hosting these sessions over Zoom, and we can’t wait to see you there!🌟

07/04/2024

Great event today. Tri-Lakes parade and vendor street fair.

Celebratingy independence to be self employed!

06/04/2024

We are excited to announce our lineup of Financial Literacy classes and Lunch & Learn webinars for June, designed to help you navigate various financial topics and enhance your financial well-being.

Lunch & Learn Webinars (Hosted on Zoom)
https://us06web.zoom.us/j/4698777283?omn=81880269598

June 17th, 6:00 - 7:30 PM MST / 7:00 - 8:30 PM CST Topic: How to Not Outlive Your Money Description: Learn strategies to ensure that your financial resources last throughout your entire life.

June 26th, 12:00 - 1:30 PM MST / 1:00 - 2:30 PM CST Topic: How to Find Money in Your Monthly Budget for Savings Description: Identify ways to reduce expenses or reallocate funds within your monthly budget to set aside money for savings.

In-Person Education Opportunities

June 6th, 6:30 - 8:00 PM
Location: Plano, TX
Topic: Navigating Today's Housing Market
Description: Smart strategies for homeowners and homebuyers to come out ahead.

June 12th, 6:00 - 8:00 PM
Location: Colorado Springs, CO
Event: SOCO REIA (Real Estate Investor Association) Meeting
Topic: Let's Talk Short Term Rentals!
Description: Join us at Alexander at the Public House for an engaging discussion on short-term rentals and a chance to win prizes.

To ensure you don't miss out on any updates or future classes, please make sure to follow us on Meetup. All our class schedules, updates, and important announcements will be posted there. https://www.meetup.com/holistic-financial-journey-group/

Holistic Financial Education classes | Meetup
Welcome to the Holistic Financial Education classes! Our philosophy believes in a comprehensive approach to financial education, intertwining not just the numbers but also the personal and emotional aspects of wealth. From the exhilaration of first-time home buying to the thoughtfulness of estate pl
www.meetup.com

We look forward to your participation and helping you achieve your financial goals.

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05/22/2024

Discover the power of your home's equity with a cash-out refinance! 🏡💰



Did you know that you can access the money you've invested in your home for renovations, debt consolidation, or major expenses? It's a savvy approach to leverage your home's value. Ready to maximize your home's potential? Let's discuss your options today! 💼

05/21/2024

Mental health is a right, not a privilege. 🌱 In our journey through life, everyone deserves to feel supported and understood. Let’s break down the barriers to mental health support.



Reach out to the 988 Lifeline anytime. Together, we can create a world where mental wellness is accessible to all. 💚

04/13/2024

Question. What would the interest rates need to be in order to sell and buy or just buy. Realistically.

03/25/2024

April Classes are posted! Excited for a fun filled month!! Hope to see you there or on zoom ;)

Welcome to the Holistic Financial Education classes! Our philosophy believes in a comprehensive approach to financial education, intertwining not just the numbers but also the personal and emotional aspects of wealth. From the exhilaration of first-time home buying to the thoughtfulness of estate pl

03/13/2024

Short month but glad to break the top 10! ;) let me know if you or anyone you knows wants to invest in realestate! I'm ready to make number one!!

03/07/2024

Unlocking the door to your dream home might be closer than you think! 🚪🔑 With over 2,200 programs tailored to assist homebuyers, the path to homeownership is more accessible than ever!

Contact me today, and let’s make your homeownership dreams a reality! 🏠

02/28/2024

March Holistic Financial Classes! Message me for more information. Credit class Monday is on zoom. message me for link!

02/26/2024

Don't forget we are one of the only mortgage banks with an in-house Portfolio Lending Division. If you have clients that don’t fit traditional products, we have private money lending options available, including:
• BRIDGE LOANS FOR OWNER-OCCUPIED AND INVESTMENT
• RENOVATION LOANS INCLUDING REHAB FUNDING
• GROUND-UP CONSTRUCTION
• UNUSUAL PROPERTIES AND DEFERRED MAINTENANCE
• CHALLENGED CREDIT
• REVERSE 1031
• EXCHANGE FINANCING
• MULTIPLE-PROPERTY LOANS
• SHORT-TERM AND LONG-TERM FINANCING AVAILABLE
Contact me today!