We are not a licensed mortgage broker; however, we have relationships with preferred providers who are licensed. If you would like an introduction, we would be happy to facilitate. In working with us, we will help you assess what kind of mortgage makes sense for you in the context of your overall financial plan. We can help you crunch the numbers on what you can afford rather than simply tell you how much you qualify for. If you're looking for advice on where your mortgage fits into your overall financial plan, please reach out and ask us about a planning engagement.