Equity Planning


What if your home equity could pay for your kids’ college education? 


Or an investment property?


Or help to fund your self-employed retirement account? 


These are all options for you that we look into when we sit down for our equity planning meeting. 


Because not all of your home equity needs to go toward the down payment on your next home. 


And if you bought your house before 2020, chances are good you have a truck load of equity. 


This is possibly my favorite part of my signature process because I get to help you think outside the box and help you reach not 1, but 2, 3, or 4 goals/dreams! 


In the last 3 years, I’ve helped clients like you do the following with their home equity:

  • Finally leave their 9-5 to start their own business
  • Pay off all consumer debt to save money every month
  • Set aside money to remodel the kitchen and baths in their new house
  • Pay for their wedding with cash instead of on credit
  • Fund their 2 kids’ college funds for peace of mind
  • Buy an investment property to build long-term wealth
  • Fund their savings with 6 months worth of expenses 


The sky’s the limit – you can do SO MUCH with your equity!