Presentation Description
Presenter: Sharon Patton
Housing decisions made during a separation have long-term consequences that extend far beyond the immediate settlement. When professionals understand what makes future homeownership achievable, they are better equipped to guide conversations, structure agreements, and support outcomes that remain viable months and years later.
This presentation will explore the factors that influence a client’s ability to qualify for a mortgage after separation, the strategic timing of housing decisions, and the role professionals play in helping clients preserve their future options. It will also introduce lesser-known and outside the box approaches that may help expand what is possible, even in situations where homeownership may initially seem out of reach.
Drawing on real-world experience working collaboratively with legal and real estate professionals, Sharon will share practical insights into how early planning, creative structuring, and coordinated guidance can help create clarity, reduce uncertainty, and support more sustainable housing outcomes.
Key Takeaways:
• What determines whether a client will be able to qualify for a mortgage after separation
• How early planning can protect future housing opportunities
• Outside-the-box considerations that may help expand or preserve homeownership options
• The role of coordinated professional guidance in supporting viable housing outcomes
• Considerations that can influence housing flexibility long after the agreement is finalized
About the Presenter
Finance is about more than just numbers; it’s about navigating life’s biggest transitions. Sharon has spent more than three decades mastering the intricacies of credit and investments, giving her a unique “big picture” perspective on her clients’ financial health.
Over the last 10 years, Sharon has found her true calling in helping those individuals navigate separations. She recognizes that during such a pivotal time, you need more than just a mortgage broker—you need a specialist who understands the nuances of your situation. Sharon is dedicated to providing the clarity and support necessary to rebuild and thrive in a new chapter.