Meeting Agenda

During this personalized consultation, we'll build on insights from our initial discovery call to create a clear roadmap for your home-buying journey.

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Goal-Refinement Phase

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• Review and prioritize your "must-haves," preferred timeline, and budget constraints
• Address any new priorities or considerations that have emerged since our first conversation </aside>

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Education Phase

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• Current market analysis and how conditions specifically impact your search
• Financing options: loan programs, down-payment strategies, and realistic cost expectations
• Comprehensive overview of the buying process, with clear next steps at each stage </aside>

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Strategy Phase

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• Develop your customized action plan: search criteria, competitive offer strategies, and negotiation approaches
• Highlight our brokerage's exclusive resources—proprietary market data, off-market listing access, and vetted service providers
• Open Q&A session to address all your questions and concerns </aside>

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Commitment & Next Steps

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By the end of our consultation, you'll have a clear, confidence-inspiring roadmap for your home buying journey. Should you decide to move forward with us, you'll sign an exclusive buyer representation agreement and review important disclosures that prepare you for the home buying process. Our dedicated team will be ready to guide you every step of the way.

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