Partner with us to make an impact and watch the returns come in.

Lots of forces are at play within the real estate ecosystem.

Homebuyers are led in several directions at once, often with no clear sign as to who’s actually on their side or which path is best. milestone’s mission is to deliver greater confidence and wealth to homebuyers—and we have the expertise to help make it happen.

Partnering with milestone expands your knowledge base and enables your clients to make more informed financial decisions.

H.E. Luccock

"No one can whistle a symphony. It takes a whole orchestra to play it."

Partner With Us

Here's how we can help:

Real Estate Agents

milestone will motivate buyers and maximize your close.

It’s no secret the homebuying journey can be intimidating. When potential buyers are better informed, they make decisions more quickly and confidently.

What's In It For You?

  • With proper preparation, unsure buyers become ready to dive in head first
  • Let clients know you'll do more than your competition
  • Give your lead conversions and referrals a bump


milestone will put homebuyers in front of you early in the game.

When you partner with milestone, you’ll spend less time explaining options and help your clients move down the path to their dream home.

What's In It For You?

  • Increase efficiency and diminish labor costs
  • Differentiate yourself in a crowded market
  • Let's face it: Well-prepared clients lead to less hassle

Financial Planners

milestone will keep you front and center in your client’s biggest life purchases.

With milestone as your private label planner, you can help make sure your client’s homebuying decisions align with the rest of their financial goals.

What's In It For You?

  • Become a trusted partner by advising clients on more of their financial decisions
  • Add value in an area where you previously had to refer clients out to a mortgage company
  • Build a team of planners with specialized expertise


milestone will address systemic gaps for long-term impact.

The benefits of financial literacy extend far past buying a home. milestone addresses the specific challenges and options facing a variety of groups with a knowledge base built from 20+ years of experience.

What's In It For You?

  • Boost confidence and empower your constituents to optimize their wealth
  • Offer independent expertise—not salesmanship
  • Champion a better financial future for all

Key institutions and milestone's value:

milestone offers high-level financial guidance to educational institutions, equipping the next generation to make wiser decisions.

milestone helps banks lend credence to customer-first mission statements and put mutually beneficial services into action.

milestone helps non-profits extend the reach of financial literacy and financial rehabilitation to underserved communities.

milestone helps athletes handle large sums of money and make wise investment choices.

milestone gives employers unique benefits that facilitate retention and promote wealth creation and savings within the community.

milestone teaches members of the military about financial literacy before they exit the service.

Interested? Reach out with questions.