Step 1: Initial Appointment

The purpose of the initial appointment is to understand your “needs and wants” as a buyer. This may be the most critical meeting of the home buying process. During this appointment, the entire purchasing pathway will be discussed.

During this 15-30 minute conversation we'll cover topics such as:

  • Why are you looking to move?
  • When would you like to be in your new home?
  • How have you been looking for a home? (Online, Open Houses, etc...)
  • Purchasing Wish List: Locate, Price Range, Style, Bedrooms/Baths, Must Haves, and Additional Wants