Brian and Keri

Our story starts back in the summer of 2015.  We were in the process of closing on a home equity loan so we would have more deductions at the end of the year.  As luck would have it, my coworker had the day off so I was working with my boss.  We went out to lunch and I told him I had to leave early to close on the home equity loan.  It was then that I was first told about Laurie and the magic of the HELOC loan strategy.  That afternoon I called our bank and asked them to delay our closing date while we gathered more information.  At first we were slightly skeptical, considering the banker knew nothing about what a HELOC loan even was.  We contacted Laurie and she was extremely helpful in explaining it all to us and even giving us a spreadsheet to fill out to find out if her strategy would be the most beneficial loan for us.  A short time later we had a conference call with Laurie, myself, and my wife to go over all the details, and that is when she told us the good news; we were a perfect fit!  

A few weeks later and we were signing the papers allowing us to soon be rid of our current debt.  But Laurie’s dedication to us did not end with those signed papers.  She continued working with us to make sure we understood how to implement the strategy in order for us to get the most out of our HELOC.  When we started this process nine months ago we owed $104k on our home and we are now down to owing only $80k.  In addition to paying this much off we have made various home improvements and purchases totaling over $9k, all the while maintaining the same lifestyle we had previously.  

We are so grateful that we have had the opportunity to work with Laurie and to be able to reap the benefits of her knowledge.  She has been an absolute pleasure to work with and we would highly recommend her professional services.  Don't hesitate any further!  Give her a call and see if she can do for you what she did for us!  

Brian and Keri