We are excited for you to begin enjoying the unique benefits of The Makena Experience!
The first step is completing our
confidential, one-page Financial Overview. This is a custom form,
created by Makena Financial Strategies. It is intended to make the
process with us as simple as possible. At the same time; you will begin
to see, by some of the questions we ask, how we are different in our
approach to your mortgage financing. Please download the appropriate
form, complete and save to your desktop.
Then simply email your
completed Financial Overview to Jayme Dodrill, our Client Care
Coordinator, so we can begin the process. Jayme will confirm receipt of
your worksheet, and we will begin our unique and valuable financing
experience!
Once you complete the first step of returning your completed Financial Overview, you will automatically receive a free subscription to our “New Client Appreciation” Series. MORE
We appreciate you as a potential client and future Makena Member, and are eager to show you some of the reasons you were referred to us…and why we will eagerly encourage you to refer others to us! You will begin receiving a series of value-added items that range from educating you on advanced homeownership strategies, to acquainting you with our Company's unique services and the long-term benefits of becoming a Makena Member. We look forward to partnering with you in your success!
Feel free to contact us directly any time at the information below: