Before we dive into listings, let’s talk about you. Your timeline, lifestyle, goals, and must-haves all matter. This first step is simply a conversation—no pressure, no sales pitch. I’ll help you understand the current market, what to expect, and how we’ll tailor your home-buying experience to fit your life.
We’ll also talk about getting pre-approved or showing proof of funds, so you’re ready to move forward with confidence. (Don’t worry—most pre-approvals involve a soft credit pull and won’t impact your score.)
You don’t need to have all the answers before we talk—that’s what I’m here for. But there are a few things to start thinking about that will help shape your buying experience:
And don’t worry if you’re unsure about any of these—we’ll walk through them together. This is a no-pressure space to ask questions, explore options, and create a strategy that works for you.
Use this quick checklist to help you clarify your goals.
🏡 Lifestyle + Needs
☐ Ideal timeline to move
☐ Are you upsizing, downsizing, relocating, or investing?
☐ Must-have features (e.g. beds, baths, layout)
☐ Nice-to-haves or wishlist items
☐ Importance of location, schools, commute, or walkability
💸 Financial Readiness
☐ Comfortable monthly payment range
☐ Started the pre-approval process?
☐ Need a lender referral?
☐ Selling a home or ending a lease?
☐ Down payment range in mind?
👥 Decision-Making + Support
☐ Who else is involved in the decision?
☐ Any special considerations (remote work, accessibility, pets)?
☐ Questions you want to ask your agent? (That’s me!)
✨ Use this as a thought-starter, bring it with you, or just come ready to chat. I’ll take care of the rest.
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