What is "real estate planning" and why should you do it?
Real Estate is one part Home and another part Wealth Potential.
There are certain methods that many people have used to benefit their households and their financial future for decades.
How do you decide which options will work for you?
creating a real estate plan.
1st - Reviewing the Menu
I can share info on some of the options available to you. Options can include things like single family homes, multifamily homes, commercial properties, mixed use, grant options, co-op options and more.
The first step will be to review some information before we talk. That way you have the time to consider your options and get a feel for what you are drawn to and how they meet with your vision for career lifestyle, business, etc.
2nd - What matches your “diet” (in essence your “lifestyle goals.”)
We can meet or get on a call together to answer your questions. What are the typical results of the options you like? How do you accomplish them?
We will review your top choices, just like you might do with a menu at a restaurant. You consider the recipe, the cost, etc.
We will discuss each option and review how it fits or might not fit into your journey. Real Estate, and all investing or life choices, should always center on how they impact your lifestyle and household. That’s how you make wise and healthier choices.
3rd - Creating a road map to success.
This is the strategy phase. I will work with you on creating a "road map" that makes the process smoother. We will take note of each step of the process. What tasks need to be completed? Who will be involved?
This process allows you to take your time and make careful decisions and create a workable plan so that you are not moving forward unsure. With this strategy, you will have the confidence to know you are aware of each step and how to succeed along the way.
Click HERE to schedule a quick conversation or text me - 504-535-4353.
I look forward to what you create and build in your real estate journey and I am here to do all that I can to make those visions a reality.