Building your team is key to a smooth transaction, below are necessary members to the process.

Real Estate Agent: They will serve as your point person throughout the entire process from start to finish. Your agent will be able to advise you on a home’s current market value, assess budget and pricing, navigate negotiations, and much more. Me and my team will share our resource team with you as needed during the process.

CPA/Financial Advisor: He or she will know your financial health and as they know of your particular situation can advise on what type of tax planning should be part of your decision-making process.

Attorney: In California, a real estate attorney isn’t technically necessary for a successful real estate transaction but should an issue arise I can refer you. They can add value in a number of ways, but we always recommend you speak with an attorney about the benefits of holding your property in a trust. If you need a referral to an estate planning attorney I work with several and can give you a referral.

The Lender: Along with your CPA, a lender can help you choose the right loan product based on your income levels and structure. Need a good lender? I can refer you!

Escrow: The escrow company is a neutral party that facilitates the transaction, they prepare the escrow paperwork, communicate with the lender and collect earnest money and down payment funds to close.