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If you own a home, it’s important for you to know your household’s net worth and track it over time to make the best move. If you don’t own a home, your REFP will help you towards financial freedom and possibly home ownership sooner.
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Our software takes your unique information and processes it using machine learning and millions of data points in our database to produce your plan. The software is trained to recommend the most efficient option.
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Recent comparable sales on your street and your area are used to determine the value. We have not factored in unique criteria such as home renovations, finished basements, etc., however, your Plan Advisor can provide a FREE in home evaluation anytime.
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Fully free, forever. We are powered by providing you with the information you need to make better decisions.
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Traditionally, your realtor, your mortgage specialist, your financial advisor operate in silos in a broken model. We have aligned all of your real estate goals and objectives in one cohesive platform.
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For most, there first and possibly largest investment is in their home. Most people understand real estate and its potential. The benefit of security and peace of mind knowing there is an actual asset in place.
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Most of our Plan Advisors are licensed as real estate and/or mortgage agents. They have a passion for your real estate and are seasoned industry experts.
Real Estate
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Yes. We are licensed and part of the National Association of Realtors.
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Full service listing packages only. Our goal is to get top dollar for your home.
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Our software helps align your family’s goals with our Plan Advisors in order to move efficiently.
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By operating efficiently we cut out a lot of costs in the process to save you money.
Mortgages
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Yes. We are licensed as a mortgage brokerage to offer and administer mortgages that allows us to broker and offer mortgages, similar to a bank.
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We have access to most of the top lenders in the industry as we are part of the Nation’s largest brokerage network.
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Yes. We are licensed to administer mortgages and can provide you a mortgage in situations where we can help you save.
Investments
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We have access to a variety of low, medium and high risk investment opportunities.
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Our investments are private market placements. The rules and regulations in the private market can be less stringent than public securities, avoiding a lot of overhead costs in an attempt to provide higher returns.
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Investments range from being fully open to being locked-in for the duration of a project, which can range up to 7 years.
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Yes – All of our investments are eligible for registered accounts. We help in setting up your account.
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Investments are on a first come first serve basis. Once the investment is fully funded, you will be unable to participate.
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After reviewing your plan. Contact your Plan Advisor to execute your next step towards financial freedom. Realty, Mortgages, Investments – Your Advisor will help you execute.
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You are encouraged to update your plan once every three months and atleast every year. In between, you should log in to review your dashboard for recommendations and information.
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You can revise information in your dashboard
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Absolutely. The plan is most powerful when having others to support you along the way.
Getting Started
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We offer free home valuations that can be done with a Plan Advisor in person or a video tour of your home.
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You can upload them in our dashboard to get you started
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All documents can be electronically signed to purchase the investment product, followed by a bank transfer. For registered accounts, your Plan Advisor will also have the registration documents electronically signed.
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Your Plan Advisor will provide you with all of the transfer documents and initiate your transfer.
