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Understanding The BeneďŹ ts Of Financial Fitness Training and Financial Coaching Prepared Exclusively for: Clients Of ICM The ďŹ nancial Fitness Pros ICM The Financial Fitness Pros, Sr. Mortgage and Equity Planner ICM Lending Services Group A Div. of Waterstone Mortgage Corporation p: (414) 737-1444 f. 262 293-3238
Mortgage Planning Services Overview
Mortgage Planning Services We provide you a lot more than a mortgage loan. We provide you the following mortgage planning services:
Personalized Mortgage Plan Integrating your largest ďŹ nancial instrument with your goals
Periodic Mortgage Review Maintaining complete control over how your loan is performing
Annual Equity Review Optimized equity through an in-depth review of your mortgage’s performance
Mortgage Planning Services Overview
Personalized Mortgage Plan Making an informed decision
> Integrates mortgage with ďŹ nancial plan
> In-depth analysis > Underst and tot al cost and tot al beneďŹ t
Mortgage Planning Services Overview
Personalized Mortgage Plan The Total Cost Analysis
1 Side-by-side loan comparison 1
2 Measures performance over time
3 Illustrates how decisions 2 3
impact ďŹ nancial goals
Mortgage Planning Services Overview
RateWatch Service Maintaining Constant Control
> Sent to you on regular basis
> Monitor performance against the market
> Assess performance in respect to goals
Mortgage Planning Services Overview
Periodic Mortgage Review RateWatch Report
1
2 3
1 Review the current st atus of your loan
2 Quickly see potential savings 3 See how to accelerate equity growth
Mortgage Planning Services Overview
Annual Equity Review Optimize your equity
> Annual service > In-depth review of mortgage’s performance
> Coordinate planning with changed goals and/or life events
Mortgage Planning Services Overview
Annual Equity Review Equity Repositioning Analysis
1 Comprehensive debt review 2 Restructuring Analysis 1
3 Time-based goal tracking 2
3
Our goal is to help you eliminate debt,build wealth, secure retirement, and leave a legacy for their family.
ICM The Financial Fitness Pros, Sr. Mortgage and Equity Planner ICM Lending Services Group A Div. of Waterstone Mortgage Corporation p: (414) 737-1444 f. 262 293-3238