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.