JCasanovaRealtor
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  • Blog
  • Let's Connect!
  • Disclosures
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  • Buyer's Guide
    • Let's Talk Goals
    • Pre Approved and Budget
    • Make it Official
    • Start Your Home Search
    • Make an Offer
    • Close and Celebrate
  • More
    • Home
    • Blog
    • Let's Connect!
    • Disclosures
    • Home Valuation
    • Buyer's Guide
      • Let's Talk Goals
      • Pre Approved and Budget
      • Make it Official
      • Start Your Home Search
      • Make an Offer
      • Close and Celebrate
JCasanovaRealtor
  • Home
  • Blog
  • Let's Connect!
  • Disclosures
  • Home Valuation
  • Buyer's Guide
    • Let's Talk Goals
    • Pre Approved and Budget
    • Make it Official
    • Start Your Home Search
    • Make an Offer
    • Close and Celebrate

Let's Talk Goals

 

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.)


 

 

What to Think About Before Our First Meeting


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:


  • Your ideal timeline. Are you looking to move in the next few months, or just starting to explore your options?
     
  • Your must-haves and deal breakers. Think about location, size, layout, number of bedrooms, or features like a home office or yard.
     
  • Your lifestyle goals. Do you want walkability? Easy access to downtown or the airport? Room to grow your family or host guests?
     
  • Budget comfort zone. Even before pre-approval, it’s helpful to know what monthly payment feels doable for you.
     
  • Current living situation. Are you renting, selling a home, relocating? This helps us plan your transition smoothly.
     
  • Who’s involved in the decision. Whether it's a partner, parent, or financial advisor, I want to make sure everyone feels informed.
     

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.

Buyer Prep Checklist

 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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