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Mortgage Planning is the process of carefully evaluating your mortgage options and choosing the right mortgage strategies. Your mortgage is most often your single largest debt, and your home is most often your single largest financial investment.  That's why mortgage planning should not be a do-it-yourself endeavor, but rather a collaborative effort with your Certified Mortgage Planning Specialist (CMPS®).

Mortgage Math Camp: Cash Flow Planning for Millennials & First-time Homebuyers

here are nearly 80 million "millennials" in the US who will represent more than one in five homebuyers over the next five years. This workshop gives you an inside look into various cash flow planning techniques for this next generation of homebuyers.