Stacey Christenson
Client Manager at Simplify Wealth LLC- Claim this Profile
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Bio
Dan Payne
Stacey goes the extra mile - and then some - to help her clients have the best home-buying experience possible. She had already helped us secure a great mortgage rate for a new home, and we were fast approaching the closing date for both that home and selling our old home when we received a blow: the appraisal for old home came in well below the offer from our buyer. If we had just accepted it, both transactions would have fallen through. But Stacey looked at the appraisal, raised some red flags, and was able to convince our buyer to try a new lender and appraiser. The new appraisal supported the offered price, and we were able to move forward with both closings. Without Stacey's help, we wouldn't have been able to sell the old home or be in our new dream home. She truly went above and beyond. Thank you Stacey!
Dan Payne
Stacey goes the extra mile - and then some - to help her clients have the best home-buying experience possible. She had already helped us secure a great mortgage rate for a new home, and we were fast approaching the closing date for both that home and selling our old home when we received a blow: the appraisal for old home came in well below the offer from our buyer. If we had just accepted it, both transactions would have fallen through. But Stacey looked at the appraisal, raised some red flags, and was able to convince our buyer to try a new lender and appraiser. The new appraisal supported the offered price, and we were able to move forward with both closings. Without Stacey's help, we wouldn't have been able to sell the old home or be in our new dream home. She truly went above and beyond. Thank you Stacey!
Dan Payne
Stacey goes the extra mile - and then some - to help her clients have the best home-buying experience possible. She had already helped us secure a great mortgage rate for a new home, and we were fast approaching the closing date for both that home and selling our old home when we received a blow: the appraisal for old home came in well below the offer from our buyer. If we had just accepted it, both transactions would have fallen through. But Stacey looked at the appraisal, raised some red flags, and was able to convince our buyer to try a new lender and appraiser. The new appraisal supported the offered price, and we were able to move forward with both closings. Without Stacey's help, we wouldn't have been able to sell the old home or be in our new dream home. She truly went above and beyond. Thank you Stacey!
Dan Payne
Stacey goes the extra mile - and then some - to help her clients have the best home-buying experience possible. She had already helped us secure a great mortgage rate for a new home, and we were fast approaching the closing date for both that home and selling our old home when we received a blow: the appraisal for old home came in well below the offer from our buyer. If we had just accepted it, both transactions would have fallen through. But Stacey looked at the appraisal, raised some red flags, and was able to convince our buyer to try a new lender and appraiser. The new appraisal supported the offered price, and we were able to move forward with both closings. Without Stacey's help, we wouldn't have been able to sell the old home or be in our new dream home. She truly went above and beyond. Thank you Stacey!
Experience
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Simplify Wealth LLC
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Financial Services
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1 - 100 Employee
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Client Manager
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Jan 2023 - Present
As part of a Virtual Family office, I manage the details of our clients’ financial lives, design and maintain effective processes and perform other miscellaneous tasks to support client lifestyle. My goal is to give my clients time for other priorities and activities they enjoy. Simplify Wealth understands the complexities and responsibilities that come with wealth, and we work to improve our clients’ lives, allowing them to enjoy what they have built. We design customized Virtual Family Office systems with services selected from our three business units: Personal Wealth CFO, Outsourced Business Support, and Wealth Concierge. See our website at www.simplify-wealth.com/services for a complete list of our service offerings. Show less
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700 & Above Employee
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NMLS # 1099275
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Real Estate
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700 & Above Employee
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Assistant Office Administrator
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Nov 2006 - Oct 2008
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Community
