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Buying a home is one of the biggest financial moves that your clients will ever make. There are a number of issues they should be aware of, including how the costs of purchasing and owning a home will impact their overall financial planning goals.
In this checklist, we cover a number of financial issues that your clients need to consider when buying and owning a home, including:
This is a comprehensive checklist of the types of issues that advisors should be discussing with their clients who are considering purchasing a home. Clients are not always fully aware of the financial ramifications of such a major decision, and it is your role as their advisor to ensure that they are equipped to deal with these issues, allowing them to enjoy home ownership to its fullest.