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Book an “At-Home” Consultation

For some clients, an in-person meeting can make all the difference. That’s why we offer at-home consultations, held in the comfort of your own home.

Here’s how it works:
 

  • We start with an initial phone or Zoom call to understand your situation and answer early questions

 

  • If it makes sense to continue, we’ll arrange an at-home visit at a time that works for you

 

  • This gives us the chance to go over details together, at your pace, in a comfortable setting

 

  • At-home consultations are offered after the initial conversation. Invite any family members or trusted advisors to attend so everyone is comfortable with the discussion on reverse mortgages.

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