Refinancing Interview

My commitment to you is to help you make informed choices about your financing options when refinancing a home. You can help me do that by completing this brief questionnaire prior to our application appointment. There are many different ways to finance a home, but to find the most competitive option for you we must take into consideration your long and short-term financial and investment goals as well as your payment, principal, equity, tax and cash-flow objectives. During our consultation, I will work with you to outline your goals, analyze your current situation and then recommend several different strategies that will enable you to achieve your goals.

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