Dita & Rafi - Planning Their Dream Home Without Financial Stress

Overcview

Dita and Rafi, both in their late twenties, had just gotten engaged and dreamed of buying their first home within 2–3 years. Although they had decent jobs, they felt overwhelmed: no savings strategy, some lifestyle debt, and no idea how much they could realistically afford. They didn’t want to end up with a mortgage that would drown them. They turned to Taxfirm to get clarity.

Challenge

They faced classic early-stage financial hurdles:

  • Had no home savings plan (just “saving what’s left”)

  • Both had separate debts (credit cards, gadgets, small loans)

  • No idea what property price they should aim for

  • Disagreed on priorities (car vs house, wedding vs savings)

  • Worried about banks rejecting their future mortgage

Solution

Taxfirm helped the couple align their goals and take smart, practical action:

  • Ran a joint financial assessment to uncover blind spots

  • Built a “shared vision map” with timelines: wedding, house, honeymoon, etc.

  • Created a combined monthly budget with home savings priority

  • Suggested an emergency fund target before applying for a mortgage

  • Helped pay down high-interest debt first, then build credit scores

  • Ran mortgage simulations with safe repayment scenarios

Result

  • Saved 20x more in 10 months by prioritizing the right goals

  • Reduced financial tension in their relationship

  • Aligned on goals & confident to apply for mortgage next year

  • Avoided costly car purchase that would’ve delayed their dream home

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SEND A MESSAGE

Request a call back

Do you agree to receive text messages from The Oasis Firm sent from (833) 886-2747? Message frequency may vary and could include appointment reminders, important updates, service notifications, and exclusive offers related to our tax, financial, and advisory services. Message and data rates may apply based on your mobile carrier plan.


You can opt out at any time by replying STOP or CANCEL, or get assistance by replying HELP. For support or questions, contact us at (833) 886-2747 or info@theoasisfirm.com. Your consent is not a condition of purchase, and your information will be handled in accordance with our Privacy Policy.


SEND A MESSAGE

Request a call back

Do you agree to receive text messages from The Oasis Firm sent from (833) 886-2747? Message frequency may vary and could include appointment reminders, important updates, service notifications, and exclusive offers related to our tax, financial, and advisory services. Message and data rates may apply based on your mobile carrier plan.


You can opt out at any time by replying STOP or CANCEL, or get assistance by replying HELP. For support or questions, contact us at (833) 886-2747 or info@theoasisfirm.com. Your consent is not a condition of purchase, and your information will be handled in accordance with our Privacy Policy.


Need Help with Your Tax Matters?

Reach out today for expert advice tailored to your financial needs. Your first consultation is free—no obligations.

Need Help with Your Tax Matters?

Reach out today for expert advice tailored to your financial needs. Your first consultation is free—no obligations.

Need Help with Your Tax Matters?

Reach out today for expert advice tailored to your financial needs. Your first consultation is free—no obligations.

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Your most trusted tax advisor in Florida, dedicated to navigating complex tax laws, ensuring clarity and financial health for our clients amidst their obligations.

Follow us:

Copyright © 2025. All rights reserved.

Your most trusted tax advisor in Florida, dedicated to navigating complex tax laws, ensuring clarity and financial health for our clients amidst their obligations.

Follow us:

Copyright © 2025. All rights reserved.