FREE HOMEBUYER WORKSHOP
From First Questions to Confident Closings.
A free live workshop for homebuyers who want guidance to and through the mortgage process — without pressure, confusion, or costly mistakes.
How to choose a payment that protects your financial stability
What support looks like beyond pre-approval
The real numbers you should run before buying
The 3 mortgage myths that keep people from buying
What lenders don’t explain (but you must understand)
How to avoid emotional buying + financial burnout
REGISTER FOR ONE OF OUR NEXT VIRTUAL EVENTS
Join us Wednesday, July 8 and Wednesday, August 12 at 2pm.
WHAT MAKES THIS DIFFERENT
"Buying a home without breaking your life."
It’s a planning-first, decision-support workshop led by a financial advisor.
Instead of asking, “How much can I get approved for?”
We ask, “What payment supports my life, now and later?”
As financial advisors, we help clients:
✔ Before they apply
✔ During loan decisions
✔ Through closing
✔ After they move in
Because buying a home is not a transaction — it’s a life decision.
WHAT YOU'LL LEARN
This workshop is educational and designed to help you feel confident — whether you buy soon or later.
Before the Mortgage
Understanding your real affordability
Emotional traps buyers fall into
Choosing a payment that protects your future
During the Process
What happens after pre-approval
How to stay calm through underwriting
Decisions that matter vs noise
Through Closing & Beyond
Avoiding “house poor” stress
Protecting savings and flexibility
Building a long-term financial plan around your home
"To and through the mortgage process."
Why most buyers feel overwhelmed:
Focus only on approval, not sustainability
Don’t realize how many decisions happen after pre-approval
Feel pressure to move quickly without full clarity
Are unsure who to ask once the process starts
This workshop slows the process down — so you can move forward with confidence.
OUR ADVISORY TEAM
Charles Swope
Financial Advisor | Mortgage Strategy Specialist
Charles takes a non-traditional approach to homeownership. Instead of focusing only on approval, he helps buyers align their mortgage decisions with their broader financial life...
protecting cash flow, flexibility, and long-term goals.
Sarah Thayer
Financial Advisor
Sarah is a financial advisor with over 20 years of experience spanning both mortgage lending and long-term financial planning, Sarah’s approach combines, personalized guidance and a long-term wealth perspective to help clients navigate homeownership and financial success with clarity and confidence.
Frequently Asked Questions
Is this a sales webinar?
No. This is educational. I’ll invite you to a free strategy session if you want personal support, but the workshop itself is value-packed and pressure-free.
Do I need to be ready to buy now?
Not at all. Many attendees are 6–18 months out. Planning early gives you options.
Will I be asked to apply for anything?
No applications are required. An optional readiness assessment will be offered for those who want more clarity.
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