Jasmine, an owner property manager, wanted to know the pros and cons of keeping a rental property. The comparison I presented helped her make an informed decision to continue to hold and rent.
Cindy, wanted an objective opinion on if using equity in her rental property for debt consolidation made since.
I analyzed the loan proposal and she decided that taking on additional debt at that time was not in her best interest.
The Clark family inherited rental property close to retirement date. The financial plan I wrote for helped them to concretely see how the property income plays into their overall retirement income strategy.
For more client experiences, see our dedicated page for client success briefs that by clicking here.