PERSONALIZED. STREAMLINED. LIFE-ALIGNED.

Annual Financial Wellness Review

This 30-minute session is a guided check-in designed to support your evolving goals by looking at one of your most important assets: your home.

Whether you’ve experienced a life shift, want to understand your current equity position, or simply haven’t reviewed things in a while, this is your opportunity to pause, reflect, and realign

Here’s what we’ll focus on during our time together:

What’s changed since your last review in your plans, finances, or priorities

How your home and monthly payments are supporting your current season of life

A clear snapshot of your home equity growth and what options it may open for you

This is a working session, grounded in strategy, shaped around your needs.

Book your Strategic Mortgage Planning Call Now with Anastasia Galichanina