Schedule a Mortgage Conversation
Clear guidance. No pressure. Real answers.
Choose the option below that best fits where you are in the process.
If you are unsure, that is perfectly fine. We will figure it out together.
Book Your Time Below
New & Prospective Clients
Just getting started or exploring your options
Use this section if you are thinking about buying or refinancing and want clarity on what is possible. These meetings help you understand your options, next steps, and how to move forward with confidence.
Typical time: 20–45 minutes
Refinance Options
Review savings, rates, and long-term strategy
This section is for homeowners exploring refinance opportunities, payment changes, or equity access. Meetings range from quick check-ins to deeper strategy discussions depending on your goals.
Typical time: 30 minutes
Quick Questions
Short, focused conversations
Ideal for one or two specific questions or quick updates. These calls are intentionally brief and do not include full planning or multi-scenario reviews.
Typical time: 15 minutes
Not Sure Where to Start?
We will figure it out together
If you are unsure which meeting to book, start here. We will clarify your goals and guide you to the right next step.
Typical time: 20-30 minutes
Homeowners & Clients
Ongoing mortgage check-ins and planning
Designed for clients and current homeowners who want to review their mortgage, equity, or future plans. These conversations are proactive, educational, and pressure-free.
Typical time: 30 minutes
What to Expect
Cancellation policy
Please cancel or reschedule with a minimum of 24 hours’ notice.
Still have questions before booking?
Feel free to reach out directly. I am happy to help. 303.503.3767
