Personal fulfillment comes from helping others grow their business and has been for more than 20 years. I have a teacher’s heart with a strategic mind and enjoy working with anyone who wants to learn. Home equity is an illiquid asset producing a zero percent return but can be used as a tool to stretch other assets in retirement. While I am not a Financial Planner or Realtor, I am a subject matter expert on strategic use of home equity in retirement that complements my Financial Planner, Realtor and Builder partners and baby boomers direct.
I receive immense joy from helping folks understand the proper use of home equity in retirement and I’m not afraid to tell you if it will not accomplish what you need it to do in your personal scenario.
My value-add proposition is helping business partners provide solutions to their baby boomer clients who are either in retirement or want to be, as well as working directly with clients that need to unlock some equity without increasing their debt. In other words, I love to help you build your business.