Financial Information
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#2 written by regankc 1 year ago
Buying a home is made easier (or less costly) if one has good credit and cash saved up. These are things a financial planner can help influence over time.
Also, a financial planner can help the buyer make wise decisions in terms of how much to spend, and help them understand the opportunity costs associated with the purchase.
A real estate agent might have clients on that may not be ready to buy a house, but could improve their situation with a little time and guidance. Also, most agents like to network and help others network… this is how they get many leads. And, a financial adviser is a great source for leads.
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Tell the agent that you can:
1.) conduct a thorough assessment of a buyer’s financial condition and purchasing capacity;
2.) help a buyer to develop a homeownership budget that will assist them in not only making their mortgage payment, but saving adequately for future home repairs/expenses. ( in an appropriate investment vehicle)
3.) assist a buyer in understanding the long-term financial implications of various home financing options.