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Buying a home, whether your first or your fifth, is a significant commitment - of not only your finances, but also your time and energy.  When buying a home, many people begin the process by hiring a realtor, rather an contacting their financial advisor or someone who can help walk them through the true financial impact of owning a home, both in terms of current as well as future financial needs.  There's considerably more to owning a home than simply qualifying for a mortgage.  

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Home purchase planning will occur over three meetings; additional meetings will incur additional charges.  Services may include, but not be limited to:

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Initial consultation

Review of goals and direction

Assessment of current cash flow and savings strategy

Building your emergency fund

Determination of how much house you can and truly should afford

Determination of how much home you reasonably need

Development of home ownership startup budget

Understanding home maintenance, the costs, and when to consider moving

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Early Plan: Buying a Home

The content on this site is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities offered through LPL Financial, Member FINRA / SIPC. Investment Advice offered through Redwing Financial, a registered investment advisor. Redwing Financial is a separate entity from LPL Financial.  To review the LPL Financial Form CRS, please visit: www.lpl.com/CRS.

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The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, FL, IL, MI, NM.

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