Buyers Vision
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Transcript of Buyers Vision
BUYER VISION GUIDEPERSONAL PL ANNER
Karen Rosenbaum, REALTORCertifi ed International Property Specialist (CIPS)949.338.2002 [email protected] BRE #01865787
BUYER VISION GUIDE
Karen Rosenbaum, REALTORCertifi ed International Property Specialist (CIPS)
949.338.2002 [email protected] BRE #01865787
WARM WELCOME
GREETINGS
Life’s an adventure! Th e purpose of this interactive guide is to assist you in the process of creating your future.
Since 2008, as a Certifi ed International Property Specialist, I have built my global network by nurturing lasting relationships and creating goodwill.
I off er a suite of complimentary and fee-based services. Let’s establish mutual expectations. My intention is to provide you with valuable services and represent you in the purchase or sale of property when and if the time comes.
WHAT’S YOUR INTENTION?
___ Gather preliminary information on my own
___ Receive assistance from an agent
___ Hire an agent to represent me
___ Other:
Copyright © 2007-2014 Martineau Systems. All rights reserved.
BUYER VISION GUIDE Karen Rosenbaum, REALTOR
Certifi ed International Property Specialist (CIPS)
949.338.2002
www.KGlobalRealty.com
CA BRE #01865787TABLE OF CONTENTS
Catalyst for Change . . . . . . . . . . . . . . . 4
Lifestyle Vision . . . . . . . . . . . . . . . . . 5
Meaning of Home . . . . . . . . . . . . . . . . 6
Quality of Life . . . . . . . . . . . . . . . . . . 7
Life Choices . . . . . . . . . . . . . . . . . . . 8
Preferred Services . . . . . . . . . . . . . . . . 9
Communication . . . . . . . . . . . . . . . . 10
What’s Next? . . . . . . . . . . . . . . . . . 11
Do you know the rights and responsibilities involved when interacting with real estate agents?
■ Please send me information about real estate agency law.
Copyright © 2007-2014 Martineau Systems. All rights reserved.4
BUYER VISION GUIDE Karen Rosenbaum, REALTOR
Certifi ed International Property Specialist (CIPS)
949.338.2002
www.KGlobalRealty.com
CA BRE #01865787CATALYST FOR CHANGE
As you contemplate making a move, what’s your motive for change? (simplify my life, expand my life, enrich the lives of others, etc.)
What are your desires? (home offi ce, studio, spend quality time with my partner/family, space for pets, etc.)
What’s important to you in the overall process of considering a move?
5
BUYER VISION GUIDE Karen Rosenbaum, REALTOR
Certifi ed International Property Specialist (CIPS)
949.338.2002
www.KGlobalRealty.com
CA BRE #01865787LIFESTYLE VISION
What kind of environment do you envision? (privacy/gated community, views, beach access, etc.)
Which neighborhoods would you like to explore?
What’s your philosophy of living? (green design, solar power, water conservation, Feng Shui, etc.)
Do you have a preference for architectural style? (Mediterranean, craft sman bungalow, contemporary, etc.)
Copyright © 2007-2014 Martineau Systems. All rights reserved.6
BUYER VISION GUIDE Karen Rosenbaum, REALTOR
Certifi ed International Property Specialist (CIPS)
949.338.2002
www.KGlobalRealty.com
CA BRE #01865787THE MEANING OF HOME
For some, home is a sanctuary, what is home for you?
Which rooms or areas do you spend most of your time in? (workout room, kitchen, entertainment room, pool, cabana, sports court, etc.)
What aesthetics do you love? (brick, granite, tile, wood, glass, pools with waterfall, etc.)
What do you NOT love?
What do you value the most?
7
BUYER VISION GUIDE Karen Rosenbaum, REALTOR
Certifi ed International Property Specialist (CIPS)
949.338.2002
www.KGlobalRealty.com
CA BRE #01865787QUALITY OF LIFE
Who and what do you value most? What concerns do you have about listing your property for sale?
___ Pilates ___ Yoga ___ Friends/Family
___ Work ___ College ___ Schools
___ Airport ___ Freeways ___ Riding stables
___ Church ___ Marina ___ Golf Course
___ Hospital ___ Extended Care ___ Community Centers
___ Shopping ___ Other:
What’s your home away from home?
Do you need room for recreation vehicles or special equipment?
Do you have collector’s items? (antique furniture, cars or art sculptures, etc.)
Copyright © 2007-2014 Martineau Systems. All rights reserved.8
BUYER VISION GUIDE Karen Rosenbaum, REALTOR
Certifi ed International Property Specialist (CIPS)
949.338.2002
www.KGlobalRealty.com
CA BRE #01865787LIFE CHOICES
What are the main factors in your decision?
How would you compare where you are to where you are going?
CURRENT PLACE NEW PLACECultural (entertainment, recreation)
Financial (taxes, cost of living)
Health (emotional, physical)
What else?
What is the single most important factor for whether or not you move?
What other factors are you weighing? (whether to move / remodel / add-on, etc.)
What time frame are you imagining?
__ 1–3 months __ 3–6 months __ 12 or more months
Copyright © 2007-2014 Martineau Systems. All rights reserved.9
BUYER VISION GUIDE Karen Rosenbaum, REALTOR
Certifi ed International Property Specialist (CIPS)
949.338.2002
www.KGlobalRealty.com
CA BRE #01865787PREFERRED SERVICES
What are your main objectives in exploring the marketplace? Are you wondering things such as: Does my vision align with the marketplace? Do the benefi ts outweigh the inconvenience? Can I get from point A to point B in a time frame and fi nancial scenario that makes sense? What else?
How will you know when you’ve made the right decision? What gives you peace of mind?
Please check the services you desire:
__ Self-serve
__ Sign-up for a personalized on-line property search (set parameters, save searches)
__ Call on ads, listings and signs myself
__ Drive by properties and attend open houses on my own
__ Agent assistance with: __________________________________________________
__ Request showing appointments
__ Have properties pre-screened and receive details
__ Receive e-newsletters and ongoing listings
__ Information about: ____________________________________________________
Copyright © 2007-2014 Martineau Systems. All rights reserved.10
BUYER VISION GUIDE Karen Rosenbaum, REALTOR
Certifi ed International Property Specialist (CIPS)
949.338.2002
www.KGlobalRealty.com
CA BRE #01865787COMMUNICATION
How do you defi ne good communication?
What qualities are you seeking in an agent?
What are the best times and ways to contact you?
Please email, text or call me anytime: [email protected] 949-338-2002
My typical business hours are 8am–6pm weekdays, Fridays off and 10am–5pm weekends. I give my clients undivided attention and respond to messages within 1–24 hours based on the level of urgency. When we decide to work together, let’s discuss in advance how to handle aft er-hours communication.
Are there others involved in your decisions? (attorney, friend or family member)
BUYER VISION GUIDE Karen Rosenbaum, REALTOR
Certifi ed International Property Specialist (CIPS)
949.338.2002
www.KGlobalRealty.com
CA BRE #01865787WHAT’S NEXT?
Hopefully this guide is a valuable tool in your process of exploring and making life choices.
Let’s meet and discuss your vision! Please contact me anytime and we’ll arrange a convenient and relaxing get together.
Perhaps you’d like to jot down a few questions to ask during our meeting?
Warmest regards,
Karen
BUYER VISION GUIDE
Karen Rosenbaum has a warm and genuine personal style. Her approach is as a mentor, advisor and advocate.
“I treat others as I would like to be treated. It’s not always advisable to buy or sell. Many people want to know, ‘Is my life vision in alignment with the opportunities of the marketplace?’ For peace of mind, contact me anytime to schedule a consultation.” — Karen Rosenbaum
Copyright © 2007-2014 Martineau Systems. All rights reserved.
30812 South Coast Highway, Laguna Beach, CA 92651 USA
Karen Rosenbaum, REALTOR®Certifi ed International Property Specialist (CIPS)
Mobile: 949.338.2002 Email: [email protected] BRE #01865787