Build a Wealth Plan
That Grows With You
Have you stopped to ask yourself these questions?
Most people never ask. Or they ask too late.
But not you. You’re here because you want a clear path, not just another transaction.
What Is a Wealth Plan—and Why Does It Matter?
It’s a living strategy designed to help you:
Who Needs a Stairway Wealth Plan?
👣 First-Time & Growing Buyers
You’re not just looking for a home—you’re building a future. We help first-time buyers and homeowners scale smartly, not stressfully.
💼 High Earners Seeking Strategy
Large income, little structure? We create custom plans to turn earnings into lasting wealth—without burning out.
👵 Families & Future Planners
From trusts to transitions, we support families and grandparents navigating inheritance, long-term care, or simply craving clarity.
What Happens If You Don’t Have a Plan?
A wealth plan won’t solve everything—but it will keep you focused, prepared, and ahead of the curve.
What Your Plan Includes
We walk you through:
- Your current financial snapshot (income, debt, equity, timeline)
- Your values and long-term goals (not just “buy another house”)
- Your investment appetite, family needs, and flexibility
- Strategies to use real estate without overexposing risk
- How to leverage equity, reduce taxes, and avoid costly mistakes
- How to collaborate with your tax pro, attorney, and estate planner
- Your unique stairway to build, preserve, and one day—pass on—what matters
Who Needs a Stairway Wealth Plan?
📊 Custom Wealth Analysis
We’ll walk you through rent vs. buy math, equity tracking, and future property timelines—so every move is backed by numbers.
🏡 Real Estate–Powered Retirement
Discover how to fund retirement with property income, use HELOCs strategically, and build a real estate plan that lowers risk.
📑 Strategy Meets Structure
From tax synergy to legacy planning, we combine smart structuring with your personalized “Stairway Snapshot” to guide every decision.
Work With the Right People—Not Just One Person
We work with your:
100% Client Satisfaction
Real Comments, Real People
Hear From Some Past Clients of Our Founder
Efficient, Secure, and Stress-Free
It was a pleasure to work with you and your team. I can honestly say that our refinancing experience was very pleasant; your system includes a very efficient and secure process to follow. I am very grateful and satisfied with the positive outcome. I highly recommend your company to any friend or family looking to refinance or purchase a house.
Enrique Juarez - via Google
Financial Advisor at Catholic Financial Life -
ILLINOIS
ILLINOIS
Knowledgeable, Patient, and Always Responsive
Our second refi with Jim and his team! They are knowledgeable, responsive (so refreshing!) and patient, guiding us the whole way and paying attention to every detail. Highly recommend!
Victoria Hargrove - via Google
Senior Associate, The Farallon Group at UBS
CALIFORNIA
CALIFORNIA
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!
Julian Einfrank - via Facebook
Senior Wealth Advisor at Clifton Larson Allen
ILLINOIS
ILLINOIS
Let’s Build It Together
This isn’t a product.
It’s a plan.
And not just any plan—it’s yours.
You deserve guidance that’s not trying to sell you something…
but trying to help you build something that lasts.
Your stairway begins right here.
Let’s take the first step.