What is Mortgage Planning?


Mortgage Planning is the process of helping clients improve their lives by using the right mortgage strategies. The right strategy for one client may be completely wrong for another client. The mortgage is inherently a financial product. Therefore, the mortgage strategy used by a homeowner or homebuyer carries financial consequences that impact his/her life.

Our Mission is to Improve Lives

Our Mission is to Improve Lives

Mortgage Planning is the process of helping clients improve their lives by using the right mortgage strategies.

Our Certified Mortgage Planning Specialists™ (CMPS®) to assist individuals and families with the integration of the home loan into their overall short and long term financial goals and cash flow objectives.


Our mortgage planners provide valuable professional advice combined with exceptional customer service to exceed your needs and expectations. One of the many ways we provide value to our clients is through the implementation of an individualized mortgage solution complete with annual reviews to guarantee beneficial results. Our mortgage planners understand the importance of making you feel comfortable during the entire planning and implementation process.

To ensure satisfaction, we keep you updated using plain, everyday language to explain each mortgage option available to you. This allows you to make informed decisions that suit your individual needs today and for the years ahead.


We understand the significance of placing trust in us and so we ask that you take a moment to review our Practice Standards and Code of Ethics by clicking here. This will give you a full understanding of what Stewards of Capital & Co. truly represents.


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© 2005-2020 Stewards of Capital & Co.®   All Rights Reserved.  Florida Mortgage Lender-Servicer License # MLD1201  NMLS #: 383954


Equal Housing Lender. Stewards of Capital & Co., LLC. 8603 South Dixie Highway, Suite 218, Pinecrest FL 33156, NMLS #383954 is licensed by the Department of Corporations regulated under the Florida Office of Financial Regulation, Florida Department of Financial Services and governed by the Consumer Financial Protection Bureau.  Stewards of Capital & Co., LLC is a proud members of the Certified Financial Planning Board of Standards, (CFP®), Certified Mortgage Planning Specialist Institute (CMPS®), International Association of Registered Financial Consultants (IARFC®), Mortgage Bankers Association  (MBA), National Association of Insurance and Financial Advisors (NAIFA), and the Better Business Bureau (BBB)