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