Call Shannon Faulkner (360) 972-7306
What Is Housing Wealth?
Your home may be one of the most valuable assets you’ve built over your lifetime. Housing wealth is the equity you’ve accumulated in your home over time.
Understanding your housing wealth can help you better understand the choices available to you as you move through retirement—whether you want to stay in your current home, move to something new, access a portion of your equity, or simply know what options are available should your needs change.
Your home is more than where you live. Understanding its value is a good place to start.
Where Are You in Your Journey?
Retirement looks different for everyone.
Whether you’re looking ahead, hoping to stay in the home you love, considering a move, or helping someone you care about, understanding your options is a good place to start
Choose the path that feels most like where you are today.
My Commitment to Seniors & Their Families.
My commitment begins with education—not a mortgage product. Every homeowner and every family is different.
As a Retirement Mortgage Specialist, my role is to help you understand your housing wealth, your mortgage options, and the responsibilities that come with each choice so you can decide what makes sense for you.
Sometimes a reverse mortgage may be worth exploring. Sometimes another mortgage option may be a better fit. And sometimes, the best decision is to make no change at all.
I take the time to listen, answer your questions, and explain things in a way that is clear and easy to understand. Family members are always welcome to be part of the conversation.
My goal is simple: to give you the information, education, and support you need to make a confident decision for yourself and your family.
Start With a Housing Wealth Review
You don't need to know which mortgage option is right for you—or whether you need a new mortgage at all. A complimentary Housing Wealth Review is simply a place to start.
We'll look at your current home and mortgage, discuss what you'd like to accomplish, and explore the options that may be available to you. I'll explain things clearly, answer your questions, and give you the information you need to decide what makes sense for you.
What to Expect
Step 1
Understand
We start with you—your home, current mortgage, needs, concerns, and what you hope to accomplish.
Step 2
Explore
We look at your housing wealth and the mortgage options that may be available based on your situation
Step 3
Educate
I explain how each option works, including important costs, responsibilities, and considerations.
Step 4
Compare
We look at the available choices side by side so you can better understand the differences.
Step 5
Decide
You decide what feels right for you—even if the decision is to make no change at all.
No pressure. No obligation. Just a conversation focused on helping you better understand your housing wealth and your options.
Learn & Connect
There are many ways to learn, ask questions, and connect with others.
Everyone learns differently. You may prefer to meet with me individually, ask questions in a casual group setting, attend an educational Lunch & Learn, or simply explore information on your own. Choose the way that feels most comfortable for you.
Coffee & Conversation
Coffee & Conversation is a relaxed, informal gathering held once a month at my office for homeowners who want a comfortable place to learn and ask questions. There is no presentation, no set agenda, and no pressure—just coffee and conversation.
Bring your questions about housing wealth, reverse mortgages, or mortgage options in retirement, listen to what others are asking, or simply come and learn. You don't need to be considering a mortgage to join us—everyone is welcome to participate at their own comfort level.
The Golden Road Lunch & Learn
Join us each month at a local restaurant for a complimentary lunch, education, and conversation in a relaxed and welcoming setting. The Golden Road brings together trusted local professionals to share helpful information, answer questions, and discuss practical topics that matter as you navigate retirement and the years ahead. Each month features a different topic and gives you an opportunity to learn, meet local resources, and ask questions without pressure.
Seating for each luncheon is limited, so advance registration is required.
Blogs & Resources
Prefer to learn on your own? Explore articles, guides, videos, and other resources designed to help you better understand housing wealth, reverse mortgages, homeownership, and your options.
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