Meet With Carrie Hintz
“Americans devote the largest portion of their incomes to housing. Consequently, how you handle the purchase of your home will have far-reaching implications on virtually every facet of your financial life, including your ability to save, pay for college and plan for retirement,”
Ric Edelman
Author
The Truth About Money
The New Rules of Money
Ordinary People, Extraordinary Wealth
This is why we plan so carefully - to make sure there are no surprises and to streamline the entire process. A builder won’t begin a home without a blueprint, nor should you begin without a Financial BluePrintTM.
To ensure that your time is invested wisely in reaching a decision on a home purchase or refinance, please take the time to download the following forms to prepare for our meeting:
Credit Authorization: Please open this document and complete the entire form, sign it and fax or email it according to the instructions at the bottom of the form prior to our meeting.
Consultation Preparation Checklist: Please open this document and use it as the guide to gathering documents needed at our meeting.
- Credit Authorization Printable Web Page
- Consultation Agenda Printable Web Page
- Consultation Preparation Checklist Printable Web Page
To view the Adobe Acrobat files, you will need to have Adobe Acrobat Reader installed on your computer. To get Acrobat Reader free, click here.
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