Toronto Real Estate - Financial Counseling With Stephanie Matheson, Mobile Mortgage Specialist

Stephanie Matheson,
Mobile Mortgage Specialist

www.FinancialCounselingStephanie.TorontoRealEstate.ca

The Personal Financial Counseling Form Allows Us To Determine What The Best Home Loan Options Are For You!

Please fill in the following details and send us your Personal Financial Counseling form. As part of the home buying process, it is critical that you know exactly how much you can afford for your mortgage financing.

Note... the maximum mortgage amount that you will choose after receiving this analysis may NOT be as large as the amount the bank is willing to lend you.

Often buyers are uncomfortable taking on too large a debt and their monthly payment 'comfort zone' turns out to be much less than you can qualify for by typical bank standards.

Other buyers however may want/need to take as much mortgage as the bank is willing to give them.

There is no right or wrong... just whatever works best for you!

We will review your Personal Financial Counseling Form information and, with your input as to the maximum you want to pay monthly for mortgage payments, realty taxes and utilities, will design the right mortgage to fit your personal needs and comfort zone.

If you were referred to us, please let us know their name so we can thank them

Applicant's Name *Required	Co-Applicant's Name
Applicant Email: *Required
Applicant's Home Telephone *Required
Applicant's Work Phone *Required	Co-Applicant's Work Phone
Applicant's Occupation *Required	Co-Applicant's Occupation
Years There (Applicant) *Required	Years There (Co-Applicant)
Applicant's Annual Income $ *Required	Co-Applicant's Annual Income $
TOTAL Combined Annual Income $

Assets/Details	Liabilities/Name of Lender	Monthly Payment
Total Down Payment Available Right Now $	Auto Loans - Balance Owing $	$
Cash in Bank $	Current Bank Loan Balance	$
	Line of Credit Balance Owing	$
Current RRSP Balance $		$
Balance Held In GIC's $		$
Current Stock Value $
Automobile Value If Owned $	Credit Card #1 Type Current Balance $	$
	Credit Card #2 Type Current Balance $	$
	Credit Card #3 Type Current Balance $	$
TOTAL Assets $	TOTAL Liabilties $

Thanks very much for taking the time to fill in your Personal Financial Counseling form.

I'll be in touch with you shortly.

Stephanie

Note: successful submission will redirect you to our TorontoRealEstate.ca home page