Start with a low-friction introductory call:

• 20–30 minutes to review your mortgage and goals

• High-level recommendations

• Fee applied toward any tier if you enroll

A one-time comprehensive review of your current mortgage.

• Detailed analysis of your interest rate, amortization schedule, and prepayment strategy

• Clear PDF report with actionable recommendations

• 30-minute Zoom review call

Ideal for: Homeowners seeking a second opinion before refinancing or large payments.

Includes everything in Quick Review, plus:

• Annual mortgage health check

• Tracking of market rates and refinancing opportunities

• Updated prepayment and cashflow strategies

• Delivered via updated report and 30-minute Zoom call

Ideal for: Homeowners wanting annual reassurance and optimization.

Our most proactive plan, designed for homeowners who want continuous oversight.

• Two reviews per year

• Email alerts when refinancing or strategy opportunities arise

• Optional on-demand consultation for major life events (job change, inheritance, property purchase)

• Full strategy reports and Zoom calls each session

Ideal for: Homeowners seeking continuous mortgage strategy and proactive savings.