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C.A.P.E
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Consultation - Schedule your initial consultation with one of our agents that will work to review your financial status. This would include a review of your Credit Score (if available), your liabilities, and your assets.
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Assess: Following the initial consultation our agents will complete an assessment using our proprietary methods to create the best strategy for you and your family.
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Planning - Post-assessment our agent will meet with you to discuss our assessment and provide our recommendations on actionable steps that can be taken to make home-ownership attainable. Typical portions of the planning phase include a target timeline, a debt schedule, a "Zero-Dollar" budget, and more.
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Execute: This is where action must be taken by you to reach the goals set forth in the planning stage. Our agents will be available for on-going support throughout this phase to ensure your goals are met.
Our Mission Is to Empower
10+
Proprietary Review Methods
16
How-to booklets for clients
4,000+
Hours dedicated to client success
99%
Satisfaction Rated by Clients
Everyone may define financial success or the American Dream in a different way. Our goal is to work with our clients to help them achieve their goals however they may be defined. Though this requires a more thorough and personal approach - we feel that this is the best approach to empower our clients for the long-term.
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While we are working to change the financial and real estate narratives, we are working with you as the author to write your story.
Our Core Pillars
A Focus on You
Education
We believe that education is a key part of reaching financial stability. We work to provide our resources free of charge to all of our clients.
Accountability
As we hope you will hold us accountable to our promises, we will work to push you towards your goals.
Execution
We work to push our clients towards a mindset of executing the plans we set together.
Support
We will provide on-going support throughout the process and post completion, whether or not you choose to purchase a home through our org.
Success
We work with you to define success together. Everyone has their own ideas of what success is for them. We will work with you to define a plan to reach this goal and push your towards your success.