Financially prepare to buy a home

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Online via Zoom

No materials needed

Who’s this for?




Thinking about buying a home? This session encompasses all you need to know to financially prepare for a real estate purchase as well as the key decisions around homeownership.

During this workshop we will cover:

  • Am I ready to buy real estate?
  • What's the difference between a house and a condo?
  • How much should I have saved to buy and maintain real estate?
  • What are the financial and tax implications of owning vs renting?
  • Who are all the service providers (RE Agent, attorney, loan officer, inspector, title company, etc) involved in a real estate transaction? How do they help me and how do they get paid?
Smart Sister Finance


Smart Sister Finance

Bridget Jones is the Founding Sister of Smart Sister Finance and she believes strongly that through financial knowledge and conscious choices, you can reach any life goal. Bridget’s superpower is making complex concepts easy to understand and, in her classes and coaching sessions, she makes finance accessible, achievable and fun. Her tenacity and engaging style have helped clients make life-changing decisions about their money and their purpose.

Bridget was a Certified Public Accountant for 15 years and held executive level roles at Clif Bar & Company, Potbelly Sandwich Works and Whole Foods Market. She now uses her professional and personal experience to coach others on their finances. Boost your money confidence and unlock your life choices by attending a Smart Sister Finance session today.

Photo of Bridget Jones, founder of Smart Sister Finance

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They've worked with people at

Motorola solutions
Exelon Foundation
Clif bar
Potbelly Sandwich Shop
Whole Foods Market

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