My Mortgage Journal
These are real client stories and situations and how we were able to work together to find solutions that worked for them.
*names and photos have been changed
Meet Derrek; when to walk away
This story isn’t an easy one. It’s about a man named Derrek, a veteran who served his country with pride, retired from the military, and later faced a painful divorce and the loss of his child. When Derrek divorced, he...
Overwhelmed to Re-balanced: Lisa & Jeff’s Story
Meet Lisa and Jeff.... Jeff and Lisa are like many families I work with—hard-working, doing all the right things, and still finding themselves struggling to stay ahead. Jeff runs a small contracting business, and Lisa was working two hourly jobs...
Meet The Penny Poppers
If you’re a client and think this story might be about you, it’s because you’re not alone. While the details are always changed, the experiences are real; and shared by many. These stories reflect common themes I see every day....
Tom’s Story – Part 2
The $10 Mistake That Cost $15,000 Welcome back to Month 2 of your credit journey. Last month, we introduced Tom, a client who worked hard to live within his means and had built an excellent credit score. But today, we’re...
Tom’s Story – Part 1
Tom is a successful small business owner. He owns his vehicle, runs a profitable business, and hasn’t carried debt in years. He’s proud of the life he’s built—he lives within his means and uses cash for most purchases. In his...
