Refinancing to Save Money

December 13, 2016

Planner: Greg via Helpline consultation

Problem: She wanted to know if it made sense financially to refinance her mortgage.

Suggested Action Steps: We reviewed the length of her current mortgage and renewal terms, the current versus new P&I payment, and the cost to close to determine that refinancing was the right thing for her to do.

Results: We determined she should refinance and as a result, she will save $17,000 in interest.

Testimonial: “Thank you so much for all your assistance. I can live with those numbers a bit better… more digestible. Thank you Greg. I am more at peace with my decision now to refinance the home due to your assistance. Thanks again for all your help.” – Anonymous