Emma in Richmond

In February 2022 I was helping my aging parents navigate a mortgage refinance. I am not a homeowner so I had a steep learning curve to reach a point where I could confidently provide guidance. I was connected to Greg through a family member and our subsequent conversation was immensely helpful with respect to my understanding the big picture, and the important details to consider. On very short notice, he helped me map out various rate scenarios, and advised on the overall plan my parents and I had developed. I left the conversation feeling far more confident in my ability to help my parents make a decision.