Now I have a copy too.
I met with the Ameriprise representative today. I was expecting to steel myself against a hard sell, but I didn't have to.
She looked over most of my statements (benefits, tax returns, loan documents and the like) and said that I was covering all my bases, "which I don't say to everyone."
And then she said that since I want to get into a condo in the next year (or possibly two), that I should really spend some time with a mortgage lender and figure out my qualifications relative to my downpayment and cash flow. Until I have that firmed up, she wouldn't have much more to offer than cranking some target numbers.
So I guess I'll be talking to a lender after the new year.
In the mean time, I'll be doodling in the dream book.
I met with the Ameriprise representative today. I was expecting to steel myself against a hard sell, but I didn't have to.
She looked over most of my statements (benefits, tax returns, loan documents and the like) and said that I was covering all my bases, "which I don't say to everyone."
And then she said that since I want to get into a condo in the next year (or possibly two), that I should really spend some time with a mortgage lender and figure out my qualifications relative to my downpayment and cash flow. Until I have that firmed up, she wouldn't have much more to offer than cranking some target numbers.
So I guess I'll be talking to a lender after the new year.
In the mean time, I'll be doodling in the dream book.
Labels: financial goals
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