About Us
A Spiritual Approach To Real Estate Financing?

A spiritual approach to real estate financing focuses on aligning financial decisions with personal values, ethical considerations, and a sense of purpose. This approach seeks to create harmony between financial goals and a higher sense of well-being, mindfulness, and service to the community. Here are some key aspects of a spiritual approach to real estate financing:
1. Ethical Investing: Prioritizing properties and projects that have a positive impact on the environment, communities, and society. This may include investing in sustainable developments, affordable housing, or properties that support local economies.
2. Mindful Decision-Making: Taking the time to reflect on and assess the long-term impact of financial decisions, including how they align with your values and goals. Practicing patience and consideration in all aspects of the financing process.
3. Transparency and Honesty: Upholding high standards of transparency and honesty in all transactions, including clear communication with clients, partners, and stakeholders. This fosters trust and builds strong relationships.
4. Community Building: Supporting projects that strengthen local communities and contribute to their well-being. This could involve investing in community centers, parks, or other shared spaces.
5. Purpose-Driven: Aligning real estate financing with a higher purpose, such as contributing to charitable causes or supporting projects that promote social justice, diversity, and inclusion.
6. Balanced Wealth: Acknowledging the interconnectedness of financial success and overall well-being. This may involve balancing personal wealth accumulation with giving back to the community and supporting causes that resonate with your values.
7. Gratitude and Abundance: Approaching real estate financing with a mindset of gratitude and abundance, which can help foster positive relationships and open up new opportunities.
By integrating these spiritual principles into real estate financing, individuals and businesses can create meaningful and impactful financial strategies that benefit both themselves and the larger community.
Read The Story Behind Our Success
Our founder, Jay, began his career in the finance and real estate industry in 1999 at the age of 24. He excelled as a mortgage loan originator and eventually, became a branch manager. Then, in 2008, the next tier of his spiritual journey began as a result of losing everything during the infamous “mortgage market meltdown”. Once the dust settled from that part of the journey, Jay started to rebuild and focus his attention on what is important: understanding the importance of feeling good, focusing his attention on work life balance, and serving in real estate financing peacefully, bringing awareness and calmness to an industry that seems to be lacking in these qualities. Twenty-four-plus years in the business have brought wisdom that is now shared with our clients, future clients, and our team of professionals, which is constantly growing.
We are a team of mortgage and real estate professionals with a collective 100-plus years of combined lending, real estate, and business experience. Once we add our third-party partners, that number increases exponentially. We are very selective in choosing whom we partner with, ensuring that we bring only the best service and terms to our clients, and they must be in alignment with our core values, which include Integrity, Compassion, Teamwork, Excellence, Simplicity, and Respect.
We specialize in helping real estate investors create wealth by assisting them in obtaining real estate financing. We offer the following loan options in all 50 states:
- Rental / DSCR Loan
- Fix and Flip Loan
- 1-4 Unit Bridge Loan
- Rental Portfolio Loan
- Ground-Up Construction Loan
- Commercial Loans, for both owner-occupied and investors including but not limited to, multifamily, light industrial, office, hospitality, land acquisition, development, and much more.
See services in detail by clicking here >
Jay says, “I understand the importance of a healthy life balance, which is why I bring the same energy from my personal life into my mortgage and money wellness practice. I approach all life experiences with compassion, kindness, attentiveness, and humility to serve others peacefully. I spend my free time working on self evolution in yoga, meditation, journaling, exercising, and spending time with my wife and two small sons. I enjoy being outside, especially in nature, hiking and swimming in the ocean. It gives me the opportunity to think and be in state of appreciation while getting an understanding of what i should be doing next to continue to evolve in all areas of life.
My vision is to be and show others how to truly be of service with the right intention, speech, action, livelihood, effort, concentration, and mindfulness. The result is being the best and highest version of ourselves, fulfilled, and peaceful, all of the time.”
For more information, contact us today! >>
Service With Love
We are human like you and understand the energy called love. You wont hear us say "I love you" (at the beginning anyway" but we will serve you with this energy.
Accomplish Your Intention
Intention is a very important word that hold a powerful vibration. We really want to understand your intention so we can help you accomplish that. All part of your money wellness.
Great Support
With our amazing team and our extreme attention to service, you can expect the support you want and deserve the way you want it.
Fast
We work fast and but more importantly efficiently. Our speed is due to our experience and systems we have in place to be ahead almost all the time.
Business Matching
As a result of having several services knowing its never one size that fits all, we take a lot of pride in understanding your goals and situation so we can match you in the perfect experience.
Growing With You
Some of our clients and partners have been with us for 20 plus years. WE acknowledge that a true long term relationship is based on customizing to you based on where you are in life. Growing with you.