My Mortgage Journal
If you’re a client and think one of these storyies might be about you, it’s because you’re not alone. While the details are different, the experiences are real; and shared by many. These stories reflect common themes I see every day. You are in good company. Read through our client's stories. Names have been changed to protect client privacy.
These are real client stories and situations and how we were able to work together to find solutions that worked for them.
Meet Lisa & Amanda: When the hard conversation leads somewhere good
What They Wanted Lisa and Amanda have been married for ten years and have three young children. They wanted to get back on solid financial ground. Over the past few years, rising costs had quietly pushed Lisa toward leaning on...
Meet Lily and Cohen: When inflation & real estate prices ruins a plan
Lily and Cohen are a working family with strong careers, two kids, and a home they bought near the top of what their budget could handle. The plan made sense at the time, buy the home, grow into the payment...
Meet the Smith Family: When equity runs thin
Mr and Mrs Smith had a comfortable life. They enjoyed travel, took pride in their home, and supported their kids with a generous hand. They liked living well and they were open about that. They also followed design magazines, which...
Meet Conrad and Susan: Is the lowest rate the best rate?
What Conrad and Susan Wanted - renew with the lowest rate Conrad and Susan are a husband and wife team with two small children. Susan stays home with the kids, Conrad works in the trades. Life was in a good...
Meet Maya and Chris: Too buy or not too buy?
What Maya and Chris Wanted Maya reached out with a question that sounded like a mortgage question, but carried the weight of a life question. They had raised three kids on a tighter income, kept spending reasonably, and only recently started to...
Meet Susan: Should I Rent or Should I Buy?
Ah, the age-old question: to rent or to buy? I say, it depends. For some, a mortgage can feel like a tether. You’re rooted to one place, always responsible. House sitters, mortgage payments, repairs; it can feel like the...
Meet Lisa & Jeff: Overwhelmed to Re-balanced
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 Shannon: When the house becomes the solution
What Shannon Wanted Shannon is 75, healthy, single, living on her own, and carrying a mortgage plus other debt. She was working two part-time jobs, not because she loved the schedule, because the monthly obligations demanded income. Shannon wanted retirement back....
