PREP & STRATEGY SESSION

- Lender and financing options & referrals  
- Market review 
- Long-term goals v. current needs discussion 
- “Must haves” inventory 

- Investing in Real estate as an asset

- Matching areas & neighborhoods to buyer goals

- School ratings

- Investor support and services; 1031 exchanges

 

Planning Session
THE GREAT HOME SEARCH

- Review of new listings curated to your needs 
- On and off market opportunities 
- Assessment of the home’s value and potential  
- Personalized showing tours (in-person or virtual)  
- Unbiased, no-pressure showings 
- Estimated repair/renovation evaluation prior to placing offer 
- Valuation of what you’re buying compared to local market 

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CONTRACT–TO-CLOSE

- Negotiation strategizing  
- Track dates and important deadlines 
- Home condition resources: inspections, quotes & repair estimates 
- Utilities and services contact list 
- Moving resources  
- Complimentary interior design consultation 
- Consultation with remodeling contractor (if needed) 
- Access to Project Management for renovations and repairs 

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