Brian Schwatka's passion is to help homeowners make the best decisions for their future whether they are staying or going. He educates his clients though webinars, online classes, educational videos and personal consultations.
First, he helps homeowners decide IF they should stay or go, then he helps them decide “WHERE they can go. This analysis and education gives the homeowner clarity, certainty and confidence. Finally, he continues to assist homeowners in selling their homes, saving them time, money and frustration.
Here are the first three steps to give you the CLARITY that you've been searching for:
STEP 1
SELF EVALUATION
The first step of your journey begins with discovering where you are in your current homeownership. Because everything is interconnected, you'll need to evaluate where you stand in all of the following areas:
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Homeownership or Real Estate (physically and functionally)
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Health and Support Network (family, friends, and neighbors)
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Physical, social and emotional wellbeing
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Basic Financial Position
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Estate and Legal Standings (Title and Trust)
By answering 6 simple questions for each of these 5 categories, you'll discover where you truly are today in your homeownership
Download the PDF, and complete the exercise.
STEP 2
YOUR VISION OF THE FUTURE
The second thing you/we need to do is to decide where you want to go in life: You may want to remain in your home and age-in-place, relocate out of the area or transition to a retirement community. The Postcard from the future exercise helps you create your perfect vision of the future. It's fun and it helps you make the best decisions for your future, whether you are staying or going.
Download the PDF and complete the exercise.
Proverbs 29:18 Where there is no vision, the people perish
STEP 3
HOMEOWNER ANALYSIS
Once you have completed the above exercises in Step 1 (self-evaluation) and Step 2 (vision of the future) it's time to get together with Brian for Step 3 The Homeowner Analysis (This step here), so we can start to put the pieces of your puzzle together and come up with a plan.
Don't worry If you have not completed steps 1 and 2, Simply schedule a free Homeowner Analysis and we'll figure it all out together
During our 1 hour meeting, we can discuss:
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Where you are in your homeownership
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How much you would net after taxes
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Should you vacate or occupy?
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Should buy first or sell first?
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How you're holding title
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Your vision of the future
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Retirement living options
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Relocation options
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Selling your home as-is
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Home preparation tips
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The home selling timeline
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How to select the best Realtor
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How to prioritize your wants and needs
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How to make a stress-free transition
The Homeowner Analysis = Clarity, Certainty & Confidence
We will also document your ideal search criteria so I can suggest:
- New homes that better suit your lifestyle (Home Buying)
- Retirement Communities that you would love and can afford (Community Matcher)
- New areas to relocate to that are similar to Silicon Valley, but better.. (Relocation Matcher)
- Realtors and business contacts that have been personally hand selected by me
- Creative financing options so you can move first and then sell afterwards. (Contact Brian)
And/Or
If you have any questions, comments, concerns or requests, please contact me directly.
I’m always here for you and your family.
Note: I appreciate and value your personal information and this will not be shared with anyone else. The reason I need to know all of this information is so that I can properly evaluate your current situation and give you my opinions on your options going forward. Please also keep in mind that I am not an accountant or a tax person, so feel free to have these estimated numbers reviewed by your tax advisor for accuracy.