Take the first step toward building long-term wealth.
Choose a time to meet with our team and explore your
investment opportunities.
BOOK A STRATEGY
SESSION
Take the first step toward building
long-term wealth. Choose a time to meet with our team and explore your investment opportunities.
Meet with Desi
Discuss specific real estate projects and operational details.
Meet with Patrick
Discuss your overall financial vision and portfolio strategy.
Got Questions About Free Call?
Frequently Asked Questions
Is there any cost for this consultation?
No, this initial consultation is completely free. It's an opportunity for us to see if we are a good fit for your investment goals.
What should I prepare before the call?
Just bring a general idea of your current financial situation, your investment timeline, and your ultimate wealth goals.
Will I receive personalized recommendations?
Yes. Based on your financial goals and current situation, we'll provide tailored insights and discuss strategies that may align with your long-term objectives.
What happens after the consultation?
After the call, you'll have a clear understanding of your available options. If it's the right fit, we'll outline the next steps and answer any remaining questions—there's no obligation to move forward.
How long is the strategy session?
Our strategy sessions typically last 30–45 minutes, giving us enough time to understand your goals, answer your questions, and discuss potential next steps.
Got Questions About Contact Us?
Frequently Asked Questions
How quickly will a team member reach out after I submit this form?
Our investor relations team reviews all messages continuously. You will receive a response or a call from an advisory partner within 24 business hours.
Can I schedule a consultation directly on a calendar?
Yes! If you prefer to pick a specific date and time on the calendar immediately, please visit our Schedule Page where you can choose between a meeting with Desi or our main team.
What information will be shared during the initial call?
We review your financial goals, walk you through our current build projects, explain our historical cash flow records since 2021, and answer any specific questions you have regarding returns and timelines.
What if I'm not ready to invest yet?
That's perfectly fine. Whether you're ready to get started or simply exploring your options, we're happy to answer your questions and help you understand the next steps without any obligation.
Got Questions About Webinars?
Frequently Asked Questions
Are these webinars free to attend?
Yes, all our online webinars and virtual masterclasses are 100% free for interested investors, accredited partners, and entrepreneurs.
Will event recordings be sent if I can't attend live?
Yes! As long as you register prior to the event start time, a full video replay link will be emailed to you within 24 hours of completion.
How do I join the virtual Zoom session?
Upon completing your RSVP, you will receive an instant email confirmation containing your unique Zoom access link and calendar invitation.
Can I bring a partner or spouse to the live in-person seminar?
Absolutely. When registering for in-person summits, simply select 2 seats in the RSVP form so we can accommodate catering and materials.
What if I want a private consultation instead of a webinar?
You can schedule a direct 1-on-1 consultation at any time via our Schedule page to speak directly with Desi or our capital team.
Got Questions About Wealth Ladder?
Frequently Asked Questions
Is this only for current EverlyMae investors?
Yes. This plan is designed for people who already have an investment with EverlyMae and have completed our standard verification.
What will the plan be called?
It should be The Wealth Ladder
When can I start?
We're finalizing details now. Request information below and your advisor will follow up as soon as the program is ready.
Will there be a minimum addition amount?
Specific amounts and terms are still being finalized. The intent is for additions to be meaningfully smaller than a standard new commitment.
Can I make additional contributions at any time?
The plan is designed to let existing investors add to their position over time. You'll be able to contribute on a schedule that works for you, with final contribution guidelines shared before the program launches.
Got Questions About Mortgage Note Investing?
Frequently Asked Questions
What is Mortgage Note Investing?
Mortgage notes are real estate-backed promissory notes that provide passive income by collecting interest from borrowers.
How Do I Get Paid?
Investors receive quarterly preferred returns based on their investment tier.
Is This Investment Secure?
Yes! All notes are secured by residential or commercial real estate, minimizing risk.
Can I Reinvest My Returns?
Absolutely! Investors can reinvest earnings to achieve compounding growth.
How Can I Get Started?
Simply book a Free Consultation to speak with our team.
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