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Navigating Net worth with purpose
I’m sharing a Net Worth Check you can use to start moving in the right direction. Once a year, I sit down and run a simple debrief. You can steal this: 1. Net worth check 2. Savings rate 3. Big rocks 4. Regrets / misses This isn’t about perfection. It’s about building proof that you’re moving in the right direction. Steve
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Get personalized feedback on your Wealth Snapshot—built specifically for pilots.
📈I’ll be walking through my own personal wealth snapshot and budget live, so you can see exactly how a pilot should structure and optimize their financial plan. Our live session is Friday at 10 AM. 🛫 Link is in the Skool Calendar and don’t miss out on real-time insights that can level up your financial flight path. 🚨We’re doing these every Friday at 10 AM, each one covering a new wealth topic tailored for pilots looking to grow, invest, and build financial altitude.
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✈️ Ready for Takeoff with Your VA Loan? Here’s Your 10-Step Checklist!
Pilots, we know your time is valuable, and navigating the VA loan process can feel like flying through turbulence if you’re not prepared. That’s why we’ve created a 10-step guide to help you successfully use your VA loan from pre-approval to closing. With these steps, you’ll: ✅ Avoid common pitfalls ✅ Stay organized throughout the process ✅ Maximize your VA benefits Whether it’s your first VA loan or your fifth, having a clear flight plan makes all the difference. 📥 Grab your 10-step VA Loan guide today and land your next home smoothly.
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🚨 Attention Veterans & Active Duty Service Members! 🏡💪
Did you know you can build your dream home using a VA loan? It’s true, and it’s simpler than most people think! 🎯 I just recorded a quick video breaking down everything about VA Construction Loans, from buying land 🏞️ to finishing your new home 🏠 — all with one smooth VA loan process. Here’s a sneak peek of what you’ll learn: ✨ 100% Financing – No down payment, just closing costs. ✨ One-Time Closing – Land + construction in a single VA loan. ✨ Flexible & Veteran-Focused – Competitive rates, VA-approved builders, and milestone-based payments. ✨ Typical Build Timeline – Around 12 months from start to finish. ✨ No Loan Limits (up to $4M) – Build the home you deserve! 💡 Whether you’re considering building your first home or helping a fellow veteran, this video will clear the confusion and show you the roadmap step by step. 🎥 Watch the video in the Classroom to see how simple building your VA-backed dream home can be! 💬 Drop your questions below, let’s make that dream home a reality!
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✈️ Did you know your escrow account could be holding your money hostage?
We just helped a client get a $2,900 refund — all because their mortgage company accidentally paid two different homeowners insurance policies at the same time. 🤦‍♂️ Most homeowners never review their escrow accounts… but here’s why you should 👇 💡 What’s an escrow account? It’s the part of your mortgage payment that covers property taxes and insurance. Your lender collects it monthly — and sometimes they overestimate or make mistakes (like paying duplicate insurance). ✅ When to review: - After your annual escrow analysis - When your insurance premium drops - When property taxes decrease - After refinancing - If your insurance company changes If your lender over-collected or double-paid, you could be owed a refund check. 💰 One short review = $2,900 back in this client’s pocket.That’s a family vacation, an emergency fund boost, or the start of your next home upgrade.
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The Pilot Wealth Hangar
skool.com/the-pilot-mortgage-hangar
The premier financial ecosystem for pilots — integrated mortgage, energy, and wealth solutions for the aviation community.
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