Community Causes
For every loan we close, clients are invited to donate to a cause they care about. We match that donation, dollar for dollar, up to $100.
Join Us in Our Donation Goals
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Loans Closes Per Year
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1
$100 client donation × 1,200 = $120,000
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Stairway Mortgage Matches
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1
Total Annual Contribution
This Isn’t About Writing Checks. It’s About Writing a Better Future.
We’re creating a movement rooted in love, committed to justice, and driven by the belief in shared abundance.
Every home we finance is a step toward a more empowered, equitable, and thriving future for all.
Why We Support Them?
How You Can Participate
We proudly highlight Opportunity International—a pioneering force in ending poverty through empowerment, not dependency.
We proudly highlight Opportunity International—a pioneering force in ending poverty through empowerment, not dependency.
Why We Support Them?
Their Impact Model
Opportunity International Gets Results
Total Donated $30 Million
Capital Generated $2 Billion
Return on Impact 66x Impact
What Is a Wealth Plan—and Why Does It Matter?
A Stairway Wealth Plan™ is not a quick mortgage quote or a one-size-fits-all sales pitch. It’s a living strategy designed to help you:
No fluff. No pressure. Just the right questions, the right people, and the right steps.
What Your Plan Includes
Your Stairway Wealth Plan is tailored and holistic. 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
What Happens If You Don’t Have a Plan?
✔You overpay in taxes and don’t even realize it
✔You refinance too late—or not at all
✔You invest emotionally instead of strategically
✔You own 4 properties but no exit plan
✔You leave your family guessing about your wishes
✔You miss the golden years of buying power and leverage
A wealth plan won’t solve everything—but it will keep you focused, prepared, and ahead of the curve.
Who Needs a Stairway Wealth Plan?
✔First-time buyers who don’t want to stop at one
✔Homeowners sitting on untapped equity
✔Investors trying to scale without losing sleep
✔Professionals with large income but no real strategy
✔Families navigating major life transitions
✔Grandparents thinking about inheritance, trusts, or long-term care
✔Anyone tired of “winging it” and ready for structure
Tools & Tactics We Use to Help You Decide
✔Rent vs. buy math
✔Long-term equity tracking
✔Future property timelines
✔Retirement funding through real estate
✔Leveraging HELOCs without over-risking
✔Real estate + tax synergy
✔Smart entity and legacy planning
✔Your “Stairway Snapshot” game plan
Work With the Right People—Not Just One Person
We work with your:
"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. "
Other Trusted Charities Our Clients Support
100% Client Satisfaction
Real Comments, Real People
Hear From Some Past Clients of Our Founder
Smooth Refi Process with Great Rate
Jim's team was very professional and gave me a very good rate when refinancing my mortgage. The online application and his different team members make the loan process very smooth and efficient. I would definitely recommend him to anyone looking to refinance their mortgages to the very low rates we have now in the market
Venkatesh Nakkala - via Facebook
VP Development Manager at Credit Suisse
NORTH CAROLINA
NORTH CAROLINA
First-time homebuyer and first-time refinancer with expert support
I have had the opportunity to work with Jim and his team twice now, first while purchasing my first home and second as a first-time refinancing. He and his whole team were extremely patient and informative while answering questions and providing any guidance as needed.
Molly McGurk - via Google
Sales Finance Senior Manager at Sanofi Consumer Healthcare
ILLINOIS
ILLINOIS
Three-time refinancer with Jim's team always excellent service
I've refinanced with Jim and his team 3 times in the past 7 years. Always amazing service, great communication, the process is super easy, and any time I did have a question or concern they are always prompt with a response or get the problem dealt with swiftly. I've recommended Jim and his team to multiple people. A+
Michael Krafve - via Google
Senior Analyst at US Government Accountability Office
WASHINGTON
WASHINGTON