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Hi (Borrower),
It was great speaking with you!
At this point in the process, since you are more than 3 months away from a potential home purchase, I always recommend that all my clients touch base with the financial advisor on my team who will do a full, no obligation cash-flow analysis, and discuss creating the most tax-efficient budget.
I think it would make a lot of sense. Would you mind if I made the introduction?
Again, there is no obligation, but I feel it would be time well spent.
Thanks again!