I view getting a mortgage as part of a client's Life Plan. As a result, I approach each transaction from the viewpoint of a Financial Planner. I try to get a clear well-developed idea of the destination first and then work back to the present day. I start by doing a comprehensive review of a client's financial picture by looking at their Insurance Coverage (Life, Health, Auto and Home), Finances (Retirement Planning, Investments, and S READ MORE...