We’ll start with a phone or Zoom call (your choice) to talk through exactly what you’re trying to accomplish. Are you buying a primary home, selling a property, or looking to invest? Each goal requires a different strategy, so the first step is getting clear on what success looks like for you.

We’ll discuss things like your timeline, budget, preferred areas, and the features that actually matter for your lifestyle or investment strategy. For buyers, that might mean identifying non-negotiables like a home office, specific school district, or a layout that works for your daily life. For sellers, we’ll talk through timing, pricing expectations, and the best approach to position your property in the market. For investors, we’ll dig into numbers, risk tolerance, and the type of deal that fits your strategy.

The goal of this conversation is to make sure we’re aligned on the outcome we’re working toward. From there, we can create a clear plan for how to get there.

If you’re already pre-approved, we’ll review your budget and identify a price range that feels comfortable and realistic for you. The goal is to make sure the numbers work not just on paper, but for your overall lifestyle.

If you’re not pre-approved yet, I can connect you with a few trusted local lenders who are strategic, responsive, and great at helping clients structure financing in a smart way.

Whether you’re using conventional financing, cash, creative financing, or another strategy, the most important thing is that we understand what we’re working with so we can move forward with a clear plan.

I’ll be thinking of you when I’m researching on the MLS and when I’m networking with other local Realtors to find exclusive off-market or coming-soon listings. Meanwhile, you can be checking Zillow and my proprietary brokerage-search app that I’ll tailor just for you. We’ll share potential properties with each other, and when you see on you like, we’ll tour it in person. While we tour I’ll be pointing out everything you hired me for; how’s the build quality? Does zoning allow for the ADU you’ve been thinking about? How’s the traffic? What ratings do the schools get? Along the way I’ll be teaching you what to look for in a house, and you’ll be teaching me what you like and don’t like.

When you find “the one”, we’ll be ready. We’ll have reviewed all the paperwork included with the offer in advance, so there will be no surprises on offer day. Our goal will be to make the strongest offer possible, which doesn’t always mean the highest offer -we’ll try to remove any contingencies (something I’ll explain more on our call) by gathering as much information as possible about the property, ownership history and public tax records. In the days leading up to submitting an offer, I’ll research what comparable homes recently sold for in the area. I’ll advise on where I believe the sale will land and what I suggest you offer to be a strong contender. And of course, you will choose the final number before anything is submitted. When I submit, we’ll craft the narrative together of who you are and why you love the home, and then I’ll be your relentless advocate through negotiations. Every transaction and negotiation process is unique - that’s what makes this work so exciting - but what remains the same is that if you want the house, I’ll do everything in my power to make it yours.

• ⁃ Once you’ve won your home and we’ve gone under contract, the next step is to celebrate! I’ll work with the title company to open escrow and we’ll begin the countdown. We’ll review this process in more detail, and will revisit this many times, but in short: we’ll enter the period of transferring funds and title between buyer and seller. I’ll be there to guide you through this phase - mostly a lot of e-signatures and emails - and answer all of your questions along the way. And finally, when the deed has recorded with the county, I’ll meet you to deliver the keys to your new home so you can begin the next incredible chapter.