With over 20 years of qualified experience as a business owner and financial professional, Mario has helped and coached thousands of people to develop positive personal cashflow, lower their debts, protect their assets and improve their credit.
Plan for Your Success
Start Here: Your Personal Financial Planner
This first call is your first stop on your Path to Homeownership is your intro call in order to set up a zoom meeting to formally meet.
- First Zoom Meeting – Share some educational info on finance and run a full assessment to see where they stand financially currently.
- Put together a plan based on their info – Basically create a GPS map for them to follow in order to reach their financial goals.
- Present plan and put together the right pieces in place.
- Once they are in the home – we talk budgeting and ongoing financial advice and support throughout the program.