Our Financial Wellness Workshops are sponsored in part by:
Step 1: Initial “Financial Wellness” Consultation
No matter what your financial history or what your goal, the first step for everyone is to schedule a consultation with one of our specialists. At your initial one-on-one personalized planning consultation, you will discuss your credit history, review your income and determine the best path to achieving your goal.
Step 2: Attend the Class That’s Right for You
Your housing specialist will help you determine whether or not you are financially fit enough to get on the “fast track” to purchasing a home. If so, you will enroll in our Purchase-Ready Class, which covers everything you need to know about the home-buying process. You will walk away with a better understanding of home purchase mortgage closing documents and how to prepare for home-ownership.
If your finances need a little bit of work, that’s no problem! Your housing specialist will help you sign up for our Smart Start Workshop, which will provide you with pre-purchase preparation, including budget planning and saving and credit repair. After you’ve had some time to put your new skills into action, you’ll meet with your specialist again to check in on your progress, and get signed up for our Purchase-Ready class.
Step 3: Final Consultation and Next Steps
After you’ve completed the Purchase-Ready class and you’ve received your HUD-approved Certificate of HomeBuyer Education, you will meet with your specialist once again to talk about next steps.
READY TO GET STARTED?
Great! Use the tool below to schedule your initial consultation with your very own specialist. After your submit your request for an appointment, we will be in touch with you to confirm the date and time of your consultation.
HAVE QUESTIONS? Please contact us at anytime: (802) 476-4493.