The Reverse Advisor Unique Process™
Our process is designed to support you through every step of achieving financial success.
The Reverse Advisor Unique Process™ is a 6-step comprehensive service that will guide you through your personalized journey.
Each step will help us get a holistic view of your current financial situation, and ensure your future plan aligns with your long-term aspirations.
1. Financial Clarity Questionnaire™
The Financial Clarity Questionnaire™ helps families ask the right questions. To help you find the best option, we must take into consideration your short- and long-term financial goals and your tax and cash-flow objectives.
To help our clients succeed, we created the Financial Clarity Questionnaire™. This unique 9-page guide covers all aspects of achieving and staying financially balanced.
We designed it to help you think about and ask important questions, some you might not have thought to ask. Completing this questionnaire might be the best 15-minute investment you make all year.
2. Optimized Life Conversation™
This is the most important element in our unique 6-step process. The Optimized Life Conversation™ is where we learn about your goals, dreams, aspirations, concerns, opportunities, and obstacles.
The key question is, “If we were talking three years from now, and you looked back, back to today, what has to have happened for you to be happy with your progress?”
Our clients always feel so energized when we go through this process. They say it is one of their favorite aspects of working with us.
3. The Financial Matrix Review™
The key to financial well-being is understanding and being comfortable with all aspects of money and wealth. The Financial Matrix Review™ provides a holistic review of your financial picture.
It builds on the first two steps of our unique process: The Financial Clarity Questionnaire™, and The Optimized Life Conversation™. Those first two steps provided clarity on what’s important to you, why it matters, and how you choose between competing interests.
This third step gives you a snapshot of where you are today as you plan for where you want to go. The main aspects of this review include credit, income, debt, assets, and managing risk. Having a good plan to get you where you want to go requires we know where you’re starting from.
4. The Loan Evaluator™
The three most important questions to ask when comparing loan options are: 1) What will each choice cost; 2) How does each choice affect my cash flow; and 3) What is the long-term impact on my net worth. We answer those questions in plain English with easy-to-understand reports.
The Loan Evaluator™ stage is where we share better ways to compare loans, explain how pricing trade-offs work, and discuss what you’re eligible for, and help you see which choice is a best fit.
The major components of this stage are eligibility, suitability, and the math behind choosing the best option.
5. The Smooth Loan Process™
The Smooth Loan Process™ is where we manage dozens of different companies to ensure loan contingencies are met, the loan closes on-time, and fees are what you were promised. You want simplicity: an understandable process, with one person you can call before, during, and after your loan.
Our clients love how frequently they receive our updates on their file; either by text, email, or phone. And they appreciate that we’re always happy to educate them on what is happening now, what is going to happen next, and why something is needed.
6. The Smart Borrower Advantage™
The Smart Borrower Advantage™ is about helping you: 1) Have fewer money-related conflicts; 2) Survive unexpected financial challenges; 3) Avoid paying unnecessary taxes, and 4) Safely grow and enjoy your wealth. Basically, we help home owners and home buyers realize their dreams in less time, at less cost, with less stress.
We want to have a long-term relationship, we want to be a resource you’re comfortable calling, and we want to see you live the richest life possible – not just in terms of money, in all aspects.
Our clients become our friends. They enjoy our annual reviews and the take comfort knowing we’re actively managing their mortgage.
1. Financial Clarity Questionnaire™
The Financial Clarity Questionnaire™ helps families ask the right questions. To help you find the best option, we must take into consideration your short- and long-term financial goals and your tax and cash-flow objectives.
To help our clients succeed, we created the Financial Clarity Questionnaire™. This unique 9-page guide covers all aspects of achieving and staying financially balanced.
We designed it to help you think about and ask important questions, some you might not have thought to ask. Completing this questionnaire might be the best 15-minute investment you make all year.
2. Optimized Life Conversation™
This is the most important element in our unique 6-step process. The Optimized Life Conversation™ is where we learn about your goals, dreams, aspirations, concerns, opportunities, and obstacles.
The key question is, “If we were talking three years from now, and you looked back, back to today, what has to have happened for you to be happy with your progress?”
Our clients always feel so energized when we go through this process. They say it is one of their favorite aspects of working with us.
3. The Financial Matrix Review™
The key to financial well-being is understanding and being comfortable with all aspects of money and wealth. The Financial Matrix Review™ provides a holistic review of your financial picture.
It builds on the first two steps of our unique process: The Financial Clarity Questionnaire™, and The Optimized Life Conversation™. Those first two steps provided clarity on what’s important to you, why it matters, and how you choose between competing interests.
This third step gives you a snapshot of where you are today as you plan for where you want to go. The main aspects of this review include credit, income, debt, assets, and managing risk. Having a good plan to get you where you want to go requires we know where you’re starting from.
4. The Loan Evaluator™
The three most important questions to ask when comparing loan options are: 1) What will each choice cost; 2) How does each choice affect my cash flow; and 3) What is the long-term impact on my net worth. We answer those questions in plain English with easy-to-understand reports.
The Loan Evaluator™ stage is where we share better ways to compare loans, explain how pricing trade-offs work, and discuss what you’re eligible for, and help you see which choice is a best fit.
The major components of this stage are eligibility, suitability, and the math behind choosing the best option.
5. The Smooth Loan Process™
The Smooth Loan Process™ is where we manage dozens of different companies to ensure loan contingencies are met, the loan closes on-time, and fees are what you were promised. You want simplicity: an understandable process, with one person you can call before, during, and after your loan.
Our clients love how frequently they receive our updates on their file; either by text, email, or phone. And they appreciate that we’re always happy to educate them on what is happening now, what is going to happen next, and why something is needed.
6. The Smart Borrower Advantage™
The Smart Borrower Advantage™ is about helping you: 1) Have fewer money-related conflicts; 2) Survive unexpected financial challenges; 3) Avoid paying unnecessary taxes, and 4) Safely grow and enjoy your wealth. Basically, we help home owners and home buyers realize their dreams in less time, at less cost, with less stress.
We want to have a long-term relationship, we want to be a resource you’re comfortable calling, and we want to see you live the richest life possible – not just in terms of money, in all aspects.
Our clients become our friends. They enjoy our annual reviews and the take comfort knowing we’re actively managing their mortgage.