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
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!”
POH
126 Parade of Homes Spring 2020
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