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.

Business man back towards camera facing city skyline

Tom’s Story – Part 2

The $10 Mistake That Cost $15,000 Welcome back to Month 2 of Tom's 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...
penny-poppers

Meet The Penny Poppers: Porting Mortgages or Bridge Financing?

What the Penny Poppers Wanted After years of ups and downs, the Penny Poppers decided it was time to leave their rural property and move back into the city.  With a growing family and only one income, they were looking...
tom-part1

Meet Tom: Credit Score & Low Diversity – 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...
derrek_story

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...
Chapter 1: Finding Breathing Room: Sally’s Journey to Financial Peace

Meet Sally: Finding Breathing Room & Financial Peace

Have you ever felt like you're spinning plates, trying to keep everything balanced but fearing one might drop? That's how Sally felt-until she found a way to take control of her finances and her future. Sally is a hardworking single...