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Mastering the Art of Homeownership

Owning a home can be puzzling. It can be a resource or it can be draining. It provides a feeling of safety and consistency yet it can also be a source of stress.

Most homeowners view their homes
as an investment!

Home remains the biggest financial asset for the typical American homeowner, who has roughly 50 percent of their wealth tied up there. In the best of circumstances, their home fulfills dreams, helping to pay for college, fund retirement investments, even buy a vacation home. In the worst of circumstances, a home becomes a financial trap, draining resources and requiring hard decisions about whether to stick it out or move on.

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That’s where the Art of Homeownership comes in!

With annual financial reviews and planning, our perfect mortgage promise, monthly real estate wealth digests, home concierge services, and relocation services we are committed to helping you with every stage of your home ownership journey.

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Annual Financial Reviews and Planning

The Financial Review & Equity Analysis marks the beginning of a beautiful partnership. Our team will gather the information needed to learn more about your family, your current situation and your short and long term goals with real estate and finance. Based on our assessment we’ll generate a personalized and holistic plan for you, so you can be confident in any decisions you make. We will then follow up with you each year to help ensure you achieve your goals.

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Perfect Mortgage Promise

Monthly Real Estate Wealth Digests

Our monthly real estate wealth digests help you fully understand your wealth through real estate and all the options you have. The reports allow you to see how the value of your home changes each month. The monthly report that you will receive is an interactive financial dashboard designed to empower you to build wealth with your greatest financial asset - your home. We believe that you shouldn’t ever have to guess the value of your home and what that means to you and your family.

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Home Concierge Service

You will now have a new best friend in homeownership! Imagine having a Home Concierge at your beck and call, your home projects taken care of with one phone call or click, service reminders to stay on top of maintenance, and all of your home’s information at your fingertips. The Art of Homeownership, at its core, helps you care for your home so that it will take care of you.
That’s why we provide homeowners the following concierge services:

A professional 300 point home inspection
Tips and reminders on home care
A concierge to expertly source home-related services
We help you take full advantage of the real estate you already own
Maximize Wealth Through Real Estate

Smart real estate owners are making sure that they are getting every bit of value out of their properties and we want to ensure you’re doing the same. Our team will make sure that you know all of the benefits of adding space to your home or converting existing areas of your real estate into living quarters.

Relocation Services

If you currently own a home and are planning on selling, we can help you get the absolute best price for your home by offering you Pre-Sales Renovation Financing. This means that you can access the money you need to do the upgrades, repairs or renovations on your home, to ensure that it looks it’s absolute best and sells for the highest price.


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