Initial Consultation

by tony kriz

Andi walked into my office yesterday.  She had been recommended to us through a member of the Equity Design community.  Andi has a dream.  She is in her thirties and her greatest dream has always been to own her own home.  Important note:  the greatest reason for our time together was just evaluate and process Andi’s entire financial picture and life. Some people come like Andi with a home dream to pursue.  Others call because they know that there is imbalance in their finances lives: they know that they are not getting ahead, they know that there is misuse of debt, they know that they do not have an investment plan or they will not be ready for retirement.  Still others come because or our unique holistic orientation. Andi shared 90 minutes and we mapped her financial story.  We talked about her debt, credit, income and accounts.  We also discussed her values, dreams, community, family financial story and hopes for her first home.  By the time we were done she understood like never before the path of personal health and that her dreams are possible. Andi is not alone and we are blessed to partner with people like her!

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You’re currently reading “Initial Consultation,” an entry on Equity Design.

Author:
tony kriz
Published:
3pm on 07/07/08
Category:
Community Lives, Financial Health, Mortgage, Planning

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