We're not like everyone else.
But neither are you.
With the right insights, you don’t just move forward. You move forward with purpose.
We go beyond the loan by asking smarter questions, challenging assumptions, and offering data-backed advice tailored to your unique journey.
Is this a short-term move or a long-term strategy?
Would you rather preserve cash or grow equity?
Do you have a financial advisor or CPA you’d like me to coordinate with?
Do you know which of your liabilities are productive and which are holding you back?
What monthly payment would feel comfortable for your lifestyle — not just what you qualify for?
Have you set aside money for unexpected home costs or repairs?
Services
Your mortgage should serve your life—not define it.
Explore your options.
Don't take our word for it.
PRIVATE LENDING
"As a business owner, traditional banks fell short. Jason and his team delivered with clear guidance, constant updates, and a smooth, seamless process."
PARKER W.
"Jason's team made buying a home one of the easiest things I’ve ever done."
ASHLEY S.
PURCHASE
"I’m pretty analytical and I spoke to a number of different lenders. Jason went above and beyond, taught me what I needed to know, and got me the best rate."
ALAN G.
Welcome to Data Therapy—Where Strategy Replaces Stress
Confidence Isn’t a Feeling. It’s a Plan.
We look at the full picture: income, debt, cash flow, even maintenance costs. We show how your mortgage supports your goals, not just your next move.
Coaching & Education
We guide you to audit your finances so every mortgage decision is intentional.
Cash Flow & Liability Optimization
We align your loan with your life—not just the rate of the day.
Budget Planning Tools
Plan for monthly expenses, long-term costs, and the unexpected. Your mortgage becomes a powerful tool, not a financial wildcard.
Roxy's
Data Den
