Financial Planners
Strategic minds. Wealth-building allies. Unlock more from every move you make.
Making real estate moves without a financial strategy?
- Have you built home equity but don’t know what to do with it?
- Are you wondering if real estate is a smart piece of your retirement or tax plan?
- Is your money sitting idle when it could be multiplying your wealth?
- Is your money sitting idle when it could be multiplying your wealth?
- Have you thought about how your mortgage decisions affect your long-term
One of our clients had over $500,000 in home equity and no clear direction. Working alongside a Certified Financial Planner (CFP), we helped her refinance a property, unlock $200K in equity, and redeploy it into a mix of real estate syndications and Roth IRAs for tax-advantaged growth—all while keeping a safety net.
Are YOU in the same position?
A planner can make the difference between spinning your wheels… and climbing the next step in your Stairway.
A planner can make the difference between spinning your wheels… and climbing the next step in your Stairway.
When Should You Talk to a Planner?
Signs You Need a CFP’s Guidance:
Feeling Unstructured or Exposed?
If you own property but don’t have a written plan—or you’re unsure about taxes, risk, or protection—you could benefit from expert clarity.
Life Just Shifted?
Whether it’s a new job, baby, inheritance, or major financial event, a certified planner helps you realign your strategy to fit your new chapter.
Ready to Build (or Enjoy) Wealth?
If you’re sitting on unused cash or equity—or you’re dreaming of a confident retirement—we’ll help you make that vision real.
What Financial Planners Really Do (That You Might Not Know)
- Help you turn equity into opportunities
- Weigh whether to refinance, cash-out, or restructure
- Align real estate with stocks, insurance, and tax strategies
- Help decide whether you should buy, rent, or reinvest
- Help decide whether you should buy, rent, or reinvest
When Should You Talk to a Planner?
Signs You Need a CFP’s Guidance:
You own real estate but have no written wealth plan
You’ve had a major life change (new job, baby, inheritance)
You have cash or equity sitting unused
You’re unsure if you’re protected from future market dips or tax burdens
You want to retire with confidence and income
CPAs focus on taxes. Planners focus on strategy.
Nope. The earlier you start, the more you benefit.
Yes. They can help time your purchases, avoid high-cost loans, and structure your financial roadmap.
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.
Are You a Financial Planner?
We help clients climb the stairway to lasting wealth — and that starts with trusted advisors like you.
We partner with CFPs and fiduciaries who value trust, transparency, and long-term thinking.
Together, we offer clients better data, smarter lending options, and a more holistic financial plan.
