My Mission Statement

Kathy Delbridge provides financial solutions for professionals, their clients, individuals and families to assist in accomplishing their goals. Many of our clients are referrals from legal, taxation, family planning, insurance and investment professionals assisting in achieving their client's goals. In the process, we have been fortunate to serve the professional community for their personal needs as well.

Our true, long term relationship with the client begins with the closing. When we handle every transaction in a manner that creates the highest degree of client satisfaction possible, we have earned their business, as well as all of their referrals. We do this in three macro steps.
 

Step 1
Our team will analyze the client’s current financial situation (where they are now), and, through the interview process, establish their priorities, regarding their financial wishes (where they want to be). We then match their current financial situation & future financial wishes with a mortgage solution that is tailor made to their goals (it gets them on the road to where they want to be) that best aligns with the client’s life style. 
 

Step 2
Once the client and I have agreed on the loan program, we strive to expeditiously close the transaction with the least amount of inconvenience.
 

Step 3
Once the loan closes, our job truly begins. Through consistent application of my database & client retention contact program, we stay in touch with our clients on a regular basis, advising them on how to best help themselves overcome their challenges, adding true value to the relationship. In the long term, we can provide the client with a “one stop shop” for all current market trends & professional services referrals.  

Thus our mission is to create “raving fans” about our company by providing customer service that is “Legendary” not just “satisfactory.”

In conclusion, our goal is to earn the right to be their trusted financial advisor by providing them with so much value that they consider us to be an integral part of their lives. At this point, they have become clients not just for one transaction, but for life.