Navigating complex finances with strategic insights.
David is facing a classic 'good problem to have.' His company, valued around $2M ARR, is poised for explosive growth, potentially via Series A funding or an acquisition. He holds a significant portion of his wealth in company RSUs, which adds complexity to his financial planning. Adding to the mix is his desire to purchase a home with a significant mortgage in Austin, a city known for its competitive real estate market.
By utilizing Golden Door Asset's Mortgage Interest Calculator, alongside strategic advice, David was able to model various mortgage scenarios, factoring in interest rates and down payments. The PITI Calculator helped him understand the total monthly cost, including property taxes and insurance, ensuring affordability given his volatile RSU income. This enabled him to confidently pre-qualify for a $750,000 mortgage, knowing he could manage the payments even with fluctuations in his company's valuation.
The Mortgage Interest and PITI Calculators were integrated into David's personalized financial dashboard, allowing him to dynamically adjust inputs and visualize the impact on his overall financial health in real-time. This data then informed deeper discussions with his Golden Door Asset advisor.
$65,000 potential savings by optimizing mortgage terms and avoiding over-leveraging based on projected RSU income, plus securing his dream home.
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