ABOUT THE CLA™
I'M A CERTIFIED LIABILITY ADVISOR
What is That?
I've done something few in the lending industry have. I've completed over 30 hours of rigorous coursework, passed a series of tests, reviewed case studies, and worked with my own personal finances to move beyond mortgage lending to offer full-service liability management.
So that I can help you each time you make critical financial decisions about wealth related to the buying, selling or refinancing of your home. You may focus on the price of the house, but miss the real cost of home ownership in the decisions around borrowing or paying cash.
We make sure you answer 7 critical questions each time you buy, sell or refinance your property to insure that you minimize your cost of home ownership.
What can a CLA do for you?
Liability Management - Help you with key financial decisions when buying, refinancing, or selling a house - including a FREE comprehensive Total Cost Analysis.
Asset Management - Help you find a local financial professional that can work to assist you in an overall financial plan.
Financial Literacy - Provide you access to select financial education, live-in-person education for small to large businesses and non-profit organizations.
A 10-Part Series on how to manage cash flow and borrowing in a way that maximizes your wealth creation. Ask me about teaching this for your company.