Budget with Dan!
Six steps to financial freedom with Dan Keller
"Retirement is NOT an age, it's a number"
And since it's a number, we can control what that number is and when we reach it... The choice is yours!
I've helped over 3000 clients finance real estate and I've learned that ALL people have very similar financial goals
01
To be debt-free one day
02
To own their home free & clear
03
To build wealth & retire comfortably
My mission is to get you there!
It's time to get fired up about your finances!
With over 18 years in the mortgage industry, the #1 thing I'm most proud of is the financial relationships I've been able to make that have encouraged me and enlightened me to invest! I've invested in real estate for over 25 years, and the stock market for 20+ years and I am living proof that focusing on your budget, paying down debt, saving money, and investing can give you financial freedom! As your mortgage advisor, I look at the home buying process as a key to wealth creation and the most valuable financial decision of your life. All of the information on this page is FREE. It's information I've put together from my financial mentor, business coaches, and current financial planners that work w/ me. No agenda, nothing to sell or promote, just my gift of financial awareness!
I ask ALL of my mortgage clients (regardless of your situation) to watch the video I made above and also, take my "Wealth Awareness Test" below. It's a 15 question wealth test that will help you identify if you are on track to retiring well-off, or not! Next, I encourage you to complete my One-Page Budget Form. This simple guide will make sure you're on the right track to financial freedom!
Lastly, when the time is right, I am happy to refer you to a financial planner, estate attorney, real estate investor, or whatever professional you need to hit your goals! In the meantime, for anything mortgage financing related, I am your guy - @mymortgageguydan
Share this page with someone you know it may help!
Between this page, guest speaking at local high schools, and teaching as an affiliate professor at the University of Washington, I have made teaching personal finance a passion project that I am committed to spreading!
I want to be your go to local mortgage resource
My social media pages (instagram - @mymortgageguydan and youtube - dankellermortgage) are made for you. I've committed to providing valuable content around mortgage, real estate, and personal finance to help others achieve financial freedom!
Reach out to me if you have any questions or want to discuss this info in further detail! Cheers!
300+ 5-Star Reviews Isn't Easy, We Work Hard For YOU!
See how others are describing their experience working with Dan Keller, TOP Washington State mortgage lender!
Most 5 star reviewed mortgage advisor in Washington state! Keywords that show up: Accuracy, competitive rates, and communication.
"Always very responsive"
Dan Keller and his team consistently went above and beyond to help us buy our first home. We appreciated the home buying 'Tool Kit' packet which detailed each step of the process and let us know what to expect next. Each time we completed a loan process step we then received an email. Dan and his team were very easy to reach by phone/text and they were always very responsive. Buying a new home is so stressful but Dan always calmed and reassured us each step of the way. He waited for the perfect time to lock in a low interest rate.
Joy J, Client
"Outstanding client service"
The Dan Keller team came in at the last minute and saved our family's dream, when a big name bank botched the documentation during the underwriting process. Not only did they deftly navigate the tight closing timeline, they were able to do it with such care and attention - which gave us solace in an otherwise stressful situation for us. What truly sets Dan Keller and his team apart is their outstanding client service. They were always available to answer my questions, no matter how trivial, and provided clear, concise explanations that made the complex mortgage process palatable. Their communication was prompt and professional, ensuring I was kept in the loop at every stage.
Eugene L, Client
"Helps you understand your budget"
As a real estate agent who has been referring clients to Dan for over 10 years and as a client of Dan's (he's done numerous mortgages for my wife and I), I can 100% recommend him. I love how when you're just starting out, he helps you understand your budget by working backward (based on how much you want to spend each month to still live the lifestyle that you want to live and not be house-poor). He and his team have worked wonders for my clients when other lenders failed them, and he has been able to save many deals that other lenders couldn't.
Christian N, Realtor
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