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A Story About a DREAM, a GOAL, Two Plans, and a 5-Star Plan-B!
Have you ever had a dream? You know that to turn your dream into a reality, you need a plan. So you make a plan, and VOILA! You are on your way! What if what you need to do isn’t a dream, but rather a necessity? Now you have a straight-up goal, and you still need a plan to make it happen. So you plan, and VOILA! You are on your way! I just worked with clients (now friends) where one person’s DREAM and another family’s GOAL came together to create a very complicated transaction. To make a long story semi-short, here is the back-story: My clients sadly lost their mother and needed to sell her home quickly to save it from being auctioned by the bank because it had a reverse mortgage on it which became due when the mother passed away. The house was in disrepair, so using a program available only at my brokerage (The Cosmetic Repair Program) we worked with the family to fix it up so we could sell it for more than what was owed. Our GOAL was to get back as much money as we could for the family after paying back the bank, ... more

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