Thanks in advance…
As a small, locally-owned business, most of our clients come from word-of-mouth referrals. So your support means the world to us.
Here’s what will happen after you submit this form:
- We’ll reach out to your friend to find out a little more about their situation.
- If we both agree it’s a fit, we’ll schedule a Free Lending Strategy Session at a convenient time. (If it’s not a fit, we’ll do our best to point them in the right direction.)
- During the session, we’ll provide our best advice and recommendations for achieving their goals.
- If they would like to proceed with the Lending Strategy we create together, we would love to help (though there is no obligation to do so).
- At the conclusion of the session, we will donate $50 to a local charity or organisation as our way of supporting the local community.
(More on our Keys For A Cause program here.)