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Once we know more about you and your goals, we will design a custom action plan to get you
from where you are to where you want to be. We build custom plans for buyers looking to
upgrade or downsize, buyers looking to purchase their first home, and buyers looking to invest.
We will meet to go review the plan.
● Action plan reviews can be via zoom or in person depending on your preference
● Duration is approximately 1 hour
● There is no cost or obligation

Now that we have a plan, it’s time to kick into action.
● We will start to tour homes
● We will negotiate the best price and terms for the home that is right for you
● Our service is covered by the seller. There are no fees to represent you as a buyer

Once your offer is accepted on the home of your choice, it is time to navigate all the steps
involved in an escrow. We will be by your side to help guide you through:
● All contracts and escrow documents
● Home inspections and negotiations
● The time from initial consultation to closing escrow can take 3 - 6 months. It’s a good
idea to schedule your consultation at least 6 months before you want to be in your home.

Once we complete all steps involved in an escrow, it’s time to close on your home. We will be
there to help as you navigate the big move and remain a long term partner after the close.
● We have a roster of trusted vendors to help with the logistics of the move
● Ask us about catering your housewarming party
● Annual updates on how your investment is working for you