POH
Finally, it's time to talk about interest rates and
whether the buyer wants to lock into a rate or choose
a variable rate.
Once you move in, the next leg is the homestretch —
but it's a long one.
A financial planner can continue to coach you, to
help you find ways to pay off the mortgage more
quickly, to plan for retirement, buy a vacation home
and more.
"To establish your relationship with your financial
planner, it's important at the start to go in being
really honest about goals and how much you want to
spend," says Beckman.
"We want to put clients in good situations so it's not
just, 'I got what I wanted,' but, 'I got what I wanted
and I can afford this and my life is still really exciting!"
IT'S IMPORTANT AT THE START
TO GO IN BEING REALLY HONEST
ABOUT GOALS AND HOW MUCH
YOU WANT TO SPEND.
MORTGAGES AND MORE
— Cont'd from page 125
126 Parade of Homes Spring 2020
