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The majority of employees agree that the biggest barrier to buying a home is the cost.^*

Mortgage Clarity: From Application to Closing

Borrowing decisions can affect an employee’s budget and financial goals for years. Helping employees understand their mortgage options can reduce financial uncertainty and prepare them to make confident borrowing decisions when the time comes.

This workshop uses real-life examples to compare loan types, interest rates, qualification requirements, total costs and affordability. Participants receive decision worksheets and key questions to ask potential lenders.

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Classes to Consider:

Priority Planning Lab: Align Your Financial Goals This workshop helps employees balance competing financial priorities, such as paying down debt and saving for retirement. Explore Class

Debt Reduction Strategy Session Paying down debt can feel overwhelming to employees, but a clear strategy can make progress more manageable. Explore Class

Credit Strategy Session Helping employees understand and strengthen their credit can reduce uncertainty and support greater financial confidence, which can help with their day-to-day focus. Explore Class

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Select “Order Class” to email our team for support.

*Self-reported data from MSA Live attendees, June 2026. My Secure Advantage, Inc. Accessed July 2026.

My Secure Advantage, Inc.
3001 Lava Ridge Ct. #250
Roseville, CA 95661
United States

888-724-2326

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