Financial Planners and Advisors
Homeownership Doesn’t Have to Mean Liquidating Everything
Homebuyerwallet.com gives financial planners a powerful, professional-grade tool to help clients explore verified home funding options so they can buy strategically without draining their investments.
Exclusive access to national DPA & CHIP database
Designed for client-facing use
Built for modern wealth management teams
One of the Smartest Ways to Add Value Without Selling Anything
Your clients are asking about buying homes and most think their only option is to empty their savings to make it happen.
The truth?
Thousands of home funding programs exist to help with down payments and closing costs but they’re buried, confusing, or underused.
With a Homebuyerwallet Pro account, you can:
✅ Help clients explore smarter home financing options
✅ Reduce pressure to liquidate invested assets
✅ Keep more of their portfolio under your management
✅ Guide big financial decisions with clarity, not guesswork
What You Get With a Pro Account
Professional Access to the Nation’s Most User-Friendly Housing Program Database
Advanced Search Filters
Search thousands of down payment grants, tax credits, and special financing programs by ZIP code, income, household size, and more.
Clear, Client-Friendly Program Breakdowns
We explain each program’s purpose, eligibility, and benefits in a way you can confidently share with clients without needing mortgage credentials.
Cash Flow & Savings Strategy Support
Use program data to model alternative purchase paths that allow clients to keep more of their capital invested.
Trusted Referral Pathways
If your client is ready, we can connect them to verified loan officers trained to work with these programs—no lead-selling, no spam.
Advisor-Only Features
You maintain the relationship. We provide the housing-side clarity.
Why It Works in Your Practice
Your Client’s Goal
- Buy a home in the next 6–18 months
- Own but stay invested
- Trust your holistic guidance
Your Planning Challenge
- Don’t want to liquidate too early
- Avoid tapping portfolios
- Don’t want to oversimplify housing
How We Help
- Offer grant supported paths and alternate loan tools
- Model how less cash up front still meets their goals
- Use professional-grade tools for credibility and clarity
This Tool Speaks Your Language
Homebuyerwallet.com is ideal for:
- CFP®s, RIAs, and independent financial advisors
- Budgeting-focused planners working with younger or first-time buyers
- Advisors building multi-phase financial plans for life milestones
- Professionals who want to give real answers without crossing into lending
Why Pay for This?
Because the upside for your clients and your business is massive.
- Keep more client capital under management
- Differentiate your practice with real-world tools
- Make high-impact planning more accessible
- Support your clients through a major wealth milestone without guessing
A single client who uses these programs well could preserve tens of thousands of dollars in investable assets.
That’s ROI you can measure.
Our Trusted Partners
Testimonials
“My clients got a $15K grant and were able to leave their Roth alone. This tool helps me look sharp and serve better.”
New York City
“This paid for itself the first time I used it. I don’t want to be in mortgages but I do want my clients prepared.”
RIA,
Chicago
Frequently Asked Questions
Is this a lead tool or product referral platform?
No. This is built for financial professionals who want clarity and confidence—not spam or sales tactics.
Do I need to become an expert on these programs?
No. The platform does the heavy lifting. You can learn enough to guide strategy while staying focused on your core services.
How often is the database updated?
Continuously. Our team tracks changes in real-time to ensure advisors and clients aren’t working with outdated information.
Can this be used in client presentations?
Absolutely. Many of our users use it as a live planning tool or prep resource for client discussions.
The Best Planners Don’t Just Help Clients Save They Help Them Save Smart
Help your clients reach homeownership with more options, more clarity, and more of their capital intact.
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