Annual review
Your free annual mortgage-and-money review
If you’re here from the thank-you card, I’m glad the note found you. I’d like to sit down for a free annual look at your mortgage and your money. There’s no cost, and there’s no pressure. We’ll take about 20 to 30 minutes.
Or call or text 602-694-5279, or email mmcdermott@nexalending.com.
What we’ll look at together
High-interest debt
Credit cards and car loans are where this usually shows up. We’ll look at whether home equity could help, and whether it should.
Tax considerations
There can be tax considerations when you use home equity or change a loan. I don’t give tax advice. Please check with your tax pro before we change anything.
Big upcoming expenses
Tuition, a remodel, a wedding, or something else that’s going to take real money. If it’s coming up, we’ll talk through it.
Where your home equity stands
A lot of people are working from a guess. We’ll look at where your home equity stands today, in plain language, so you know what you have.
Not every situation qualifies, and sometimes the best answer is to leave your loan alone.
Or call or text 602-694-5279, or email mmcdermott@nexalending.com.