We offer a free initial consultation for all prospective clients. 

Our consulting services are always free for homeowners and homebuyers considering a refinance or purchase with a primary residence or second home property in mind. 

Real Estate Investors who request consulting, may engage us for consulting, and is fee-based for the development of real estate action plans or for coaching and usually free for current purchase engagements or refinance endeavors.

Consulting services for accredited investors for note purchase due diligence, leveraging balance, and asset management are on a case by case basis.  Please call our office for discussions and considerations. 

Classes are offered on a per-class fee basis.