Essential Plan
Ideal for homeowners who need clarity on qualification, affordability, and basic buyout strategy before mediation or settlement.
What's Included
Initial Consultation (30–45 Minutes)
Meet one-on-one with a Certified Divorce Lending Professional (CDLP®) to discuss your divorce, your home, your financial goals, and the questions keeping you up at night. We'll identify your priorities and begin building a customized mortgage strategy tailored to your situation.
Financial Document Review & Organization
We'll guide you through collecting and organizing the financial documents needed to perform a thorough divorce mortgage analysis. Proper preparation allows us to accurately evaluate your options and identify potential challenges early in the process.
Comprehensive Financial & Mortgage Analysis
Our team conducts an in-depth review of your financial profile, including income, assets, liabilities, credit, home equity, mortgage obligations, and borrowing potential. We evaluate multiple scenarios to determine the best path forward based on your goals.
Personalized Divorce Mortgage Planning Report
Receive a customized Divorce Mortgage Planning Report outlining your available options, including home retention, refinancing, equity buyouts, mortgage assumptions (when applicable), and future homeownership opportunities. We'll personally review the report with you and answer your questions so you fully understand your options before making major financial decisions.
Continued Support & Guidance
Your consultation doesn't end after the meeting. Your package includes ongoing email and phone support to answer follow-up questions, clarify recommendations, and provide guidance as your divorce progresses.
Who It's For
This plan is designed for individuals in the early stages of the divorce process who want to understand their financial position before making major housing decisions. You'll leave the session with clarity on whether keeping the home is realistic and what your next steps should be.
What You'll Walk Away With
- A clear understanding of your mortgage and home equity options
- A personalized financial strategy tailored to your divorce
- Professional guidance from a Certified Divorce Lending Professional (CDLP®)
- Greater confidence before signing settlement agreements
- Actionable next steps to protect your home, equity, and financial future