Skip to content

Mortgage Planning in Plain English.

Mortgage education for buyers — and the Realtors who serve them

Start Here Get Pre-approved
Welcome to HomeWealth Solutions

Most lenders sell mortgages — we educate buyers so they can decide with confidence.

We help home buyers make confident mortgage decisions with clear options, plain-English guidance, and numbers that make sense.

Realtors use us as a fast, reliable resource to strengthen offers, solve payment or cash-to-close issues, and keep deals moving.

Led by a former financial advisor and Certified Mortgage Advisor®, we bring planning discipline to the mortgage process — so the loan supports the client’s bigger picture, not just today’s rate.

Data-Driven Clarity for Smarter Decisions

We use Total Cost Analysis tools to show side-by-side scenarios (down payment, rate, seller credits, and buy-down options) so you can see the real impact on monthly payment and long-term cost.

No guesswork.
No rate-shopping hype.
Just clarity and confidence.

Focused on Results

Our process is simple:

  • Understand the goal

  • Compare options

  • Choose the best path

  • Communicate it clearly

The result: confident buyers, stronger offers, and smoother closings.

Start Here Get Pre-approved
What Mortgage Planning Delivers

Smarter ChoicesPayment ClarityProtect WealthCash FlowBuild Equity

Helping homeowners make smarter mortgage choices that create payment clarity, protect wealth, improve cash flow, and build long-term financial security.

Former Financial Advisor bringing a planning-first approach to mortgage strategy and decisions.

Start Here
Two-story suburban house at dusk with gray siding, white trim, large front porch, three-car garage, and illuminated windows. The driveway and small landscaped yard are visible in front.
A person grilling food on a barbecue in a sunny backyard while a group of people socialize and sit at a table in the background. Smoke rises from the grill, and trees and grass surround the scene.
A transparent piggy bank contains soil and a small green house figure made of grass, symbolizing saving money for a home or eco-friendly housing investments.
A man and woman relax together on a sofa while two young children draw and color on the floor in a bright, cozy living room with large windows and a potted plant.
Step 1 of 20
What are your goals?
We are committed to helping you reach them.
Purchase or Refinance
Let's Learn!

Please check out our 27 educational articles we put together..

As an education based mortgage company we strive to provide helpful information.

Visit our learning center to learn some great tips about buying a home.

A hand points toward a small wooden house model with a pink roof among other similar house models placed on a textured surface, suggesting the concept of choosing a home or property selection.

A Step-by-Step Guide to Shopping for a New Home

Whether this is your first or tenth home purchase, shopping for a new home is an exciting time. It can…

What are your goals?

Contact Us For A Free Consultation

Back To Top