A clear plan, every step written down.
The same workflow we use across every transaction, refined over a decade, tightened with every closing.
Phase 1 · Week 0
Strategy Session
A 45–60 minute conversation, in person or by video. We map your goals, timeline, must-haves vs. nice-to-haves, and surface the constraints we'll need to design around. You walk out with a custom plan and a written list of what happens next.
What we cover
Goals, budget or comp range, timing, market snapshot, expectations.
What you leave with
A written strategy, recommended next steps, and lender or attorney intros if you need them.
Phase 2 · Week 1–3
Preparation
For sellers: staging direction, pre-list repairs, professional media (photo, video, drone, 3D, floor plans), copywriting, pricing analysis. For buyers: lender pre-approval, hot-list curation, neighborhood deep-dives, tour calendar.
For sellers
Stage, fix, photograph, write, price.
For buyers
Pre-approval, hot list, tour schedule.
Phase 3 · Week 3–6
Negotiation
Every offer reviewed with comps, days-on-market context, and seller motivation analysis. We structure terms for leverage, price, timing, contingencies, and walk away when the numbers don't work.
Data first
Recent closings, active inventory, absorption rate.
Strategy second
Escalation, contingencies, timing leverage.
Discipline last
When the math says walk, we walk.
Phase 4 · Week 6–10
Close & Beyond
Inspection responses, attorney review, appraisal coordination, walk-through, closing day. Then the hand-off, utilities, mover intros, neighborhood onboarding. We stay reachable for the next decade, not the next quarter.
How We Communicate
No surprises, no silence.
Weekly check-ins
A standing time on the calendar to review showings, offers, market shifts, and decisions ahead.
Real-time messaging
Text, email, or signal, your preference. We respond within hours, not days.
Written documentation
Every showing report, every offer, every counter, documented and shared with you. Always retrievable.
Start with a Strategy Session
No commitment. No sales pitch. Just a plan.
45 minutes. Your goals, the market, what's realistic, what's optional. You decide what's next.