Strategic Mortgage Planning for Finance Professionals
Whether you’re in wealth management, accounting, investment banking, or fintech — you deserve a loan strategy that’s as sharp as your spreadsheets.
Lending for the Financially Fluent
You’re numbers-driven. So are we. But unlike banks that talk down or oversimplify — we offer clear, strategic mortgage solutions that match your income, assets, and long-term wealth plan.
We specialize in working with:
CPAs & wealth managers
Investment bankers & private equity pros
Financial planners & analysts
Fintech execs and SaaS CFOs
Real estate investors & syndicators
Smarter Loans. Better Outcomes
High-Income W-2 & Bonus Structuring
We accurately factor base, bonus, RSUs, and carried interest — even when other lenders can’t.
Self-Employed & K-1 Income Friendly
We work with Schedule C, 1120S, and K-1 income using advanced underwriting strategies.
Why Financial Pros Choose Stairway
Precision Lending. Executive Strategy.
- We speak your language: basis, DSCR, NOI, ARM spread, back-end DTI
- Creative solutions for jumbo and portfolio loans
- Concierge-style service with lightning response times
- Access to exclusive lender products and private capital
- Respectful, white-glove treatment from start to close
“Jim is the first mortgage advisor I’ve met who truly understood K-1 structuring. I send all my partners his way now.”
— Mitchell C., Private Equity VP
FAQ's
I have income from multiple sources — W-2, K-1, rental. Can I combine them?
Yes. We’re pros at structuring blended income and showing underwriters the big picture.
What if my bonus or RSU income is new or inconsistent?
We help present historical earnings + vesting schedules to secure approval at maximum qualifying levels.
Can I refinance without restarting the clock on interest?
Absolutely — we’ll run scenarios to show total cost vs. savings so you make a smart move, not just a quick one.
100% Client Satisfaction
Real Comments, Real People
Hear From Some Past Clients of Our Founder
Alexis Kulick - via Faceook
Easy and quick refinance with great rates and expert advice.
I recently refinanced my existing mortgage with Jim and his team, and I was so pleased with how easy and quick the whole process was. Jim and his team were very responsive to my questions, and I feel confident that I got the best rate and shaved 9 years off my mortgage. He is very knowledgeable and helped me determine the best option for myself and my family. Definitely recommend him.
Julian Einfrank - via Facebook
Complex loan scenario handled with expertise and care.
The process went smoothly. Jim Blackburn is a lending saint. He knows the market well and cares about his clients tremendously. The team made it really easy to do business, uploading documents and getting forms signed. Our situation is a bit complex. Rather than turn us away for some added work, they dug in to get it done right. They like the complexity, whereas other lenders don’t want to roll up their sleeves. Highly recommend Jim Blackburn for new loans and refinances!
Elizabeth Torres - via Facebook
Closed in time for Thanksgiving! Jim and his team were amazing, and we got a much better deal than previous lender.
We closed our loan within 19 days. Just in time for Thanksgiving!! Jim and his team are amazing! We initially had gone with a different loan office and the interest rate and down payment was ridiculous. The owner of the company where my husband works referred us to Jim and we are very grateful for that. We had such an amazing experience with Jim and his team! Since our transaction, we’ve been referring Jim to anyone we know that are thinking of purchasing a house.
David Livermore - via Google
Secured financing despite market challenges and self-employment.
Run, don't walk to work with Jim and his team. Jim helped us get financing when it seemed like an impossible feat. It was hard enough to be managing a home purchase 2000 miles away, but add to that an extremely competitive market and being self-employed, and it seemed impossible until Jim's team got involved. Jim was not only responsive; he consistently went above and beyond by making clear recommendations, working his magic, and ensuring that financing wasn’t a barrier for buying our dream house in one of the most competitive markets in the country.
Christina Curva Carrasco - via Facebook
Smooth, fast, and hassle-free mortgage and refinance process.
Jim and his team are great to work with! We have used Jim twice with our home mortgage. Both times, the process was smooth and uneventful (which is what I wanted). He has kept in touch with us and contacted us when he felt it was the right time for us to refinance! I was amazed at our refinancing process – it took them about a little over two weeks to process all our information and close! I love the new online process of submitting all the information they require – it made it super easy for me to organize and gather all the documents.
Meet Jim Blackburn
Mortgage Strategist for High Earners | Financial Advisory Background
“I approach mortgage planning like an asset class — strategic, tailored, and integrated into your long-term portfolio. Let’s optimize your next move.”
