Downsizing Options and Equity

Downsizing

Downsizing Confidently Your next chapter, your way

Options & Equity

confidential 30 minute session to define your real estate strategy

You’ve reviewed the guides, looked at the market, and maybe even filled out a worksheet. Now it’s time to make it personal.

This complimentary, no‑obligation consultation is where we translate general market data into a specific, actionable plan for your home and your goals.

What we cover in our session:
 Equity Snapshot: A preliminary, fact-based view of your net equity, factoring in local market conditions.
 Strategy Alignment: Reviewing your top 2–3 priorities (e.g., Prop 19 tax savings, using capital for a down payment, simplifying maintenance).
 The Roadmap: Discussing the precise 45-day or 90-day timeline that fits your life, whether you plan to sell in 3 months or 18.
 Your Unique Advantage: How your specific situation (e.g., licenses, local connections, unique property features) integrates with my full-service brokerage, GC, and mortgage advisory network.

This is a strategic conversation designed to give you clarity and confidence, whether you decide to move forward with me or not.


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America Foy

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