You are Invited!
If you are considering opening a new chapter in your life,
are considering downsizing or upsizing,
are considering purchasing a weekend home or a home in Mexico,
or are wondering how you can start enjoying some of the home equity you have accumulated,
this class will be interesting and educational..
Class Goals:
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Help you clearly identify your "Why"
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Give you valuable tools to help you "Live The Life You Love"
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Explore the advantages of upsizing or downsizing for your particular situation.
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Help you clearly identify and prioritize your goals for the future
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Clarify ways to use your home's equity to finance your goals
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Explore the advantages of owning income property that you can enjoy as a second home
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Learn how to own a property in Mexico, or other foreign countries, by using your home equity without moving or selling
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For those who are retiring: Understand the reverse mortgage options
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Clarify what obstacles are in the way of achieving your goals, and how to overcome them
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Address any individual questions you might have. The class will be interactive.
So you have lots of dreams and goals...
What is your next move?
We aim to help you define goals and execute the right moves.
A few of the questions we aim to help you answer:
- What is my why?
- I have lots of goals. It can be overwhelming. How do I prioritize them?
- Do I downsize, upsize, or stay put? Why? Why not? And what does right-sizing look like for me?
- When should I make my next move if I’m going to downsize in the future?
- What are my goals? ...Long & short term. How do my goals compare to my spouse or family’s goals?
- What are the protagonists and antagonists towards achieving those goals?
- How can my home equity help me achieve my goals, and how can I tap into that equity?
- Define and clarify what retirement looks like for me?
- So I have worked hard and accumulated equity in my home: Now, how do I get to enjoy it?
- Inflation: What is it and how do I stay ahead of it?
- What is a reverse mortgage? (Let's dig into the details)
- How does one buy an investment property without becoming the first person to receive a call when the water heater goes out?
- Should I consider buying my retirement home now, even if retirement is in the distant horizon? Why and how?
- What does an ideal home look like for me?
- What TOOLS do I have at my disposal
- How do I start Living the Life I Love ?
