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 Fred and Harold: It’s About Creating Stability
What Fred and Harold Wanted Fred and Harold were not a couple. They were father and son. Fred is in his 70s. Harold is in his 40s. Together, they decided they wanted to purchase a home. Not an investment property. Not...
Meet Aaron & Neil: Feeling Stuck With Debt Despite Strong Income
Aaron and Neil were referred through a local trustee. They had built strong equity in their home over time, but alongside that, consumer debt had grown across several areas. An expensive vehicle, a holiday trailer, everyday expenses, and rising costs...
Meet Tiffany & Brian: From Pressure to Breathing Room
What Tiffany and Brian Wanted Tiffany and Brian are a working family with strong careers, two kids, and a home they purchased near the top of their budget. The plan made sense at the time. Buy the home, grow into...
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...
