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Start Your Strategy Plan

You’re here because you’re thinking about making a move.
Let’s build the right strategy from the start.

This quick form helps me understand what you’re looking to do so we can move with clarity, confidence, and structure.

1. What are we planning?

*

1. What are we planning?

A

Buying in North Carolina

B

Selling in North Carolina

C

Relocating to North Carolina

D

Buying & Selling at the same time

E

Just exploring my options

2. Timeline?

ASAP (0–3 months)

3–6 months

6–12 months

12+ months

Still figuring it out

3. Location(s) you’re considering?

4. Price range or estimated home value?

(Buying: What price range are you considering? Selling: What do you believe your home may be worth?)

5. Are you currently working with another agent?

*

5. Are you currently working with another agent?

A

No

B

Yes (Buyer Agency signed)

C

Yes (Listing Agreement signed)

D

Just had conversations

6. What matters most in this move?

*

Examples:

-Investment growth

-Lifestyle upgrade

-Schools

-Design & space

-Downsizing

-First-time buyer guidance

-Relocation ease

7. Best contact info

Name

*

Email

*

Phone

*