Now that you have submitted your Path to Homeownership agreement, the first stop on your journey is an intro call with our financial planner.

During this initial call, your Financial Planner will:

• Share valuable educational info on finance, insurance and investments.
• Share budgeting techniques to help you better manage your finances.
• Run a quick financial assessment to better understand how they can help you achieve your Financial goals.
• Schedule future meetings for a more detailed assessment of how the can help your goal or homeownership and more. Basically creating a GPS map to help you reach all your financial goals