Prepare Your Finances

• Determine your budget and ideal price range
• Get pre-approved by a trusted lender
• Set aside funds for your down payment, closing costs, and moving expenses

Define Your Goals

• Identify your non-negotiables — such as number of bedrooms, outdoor space, or accessibility needs
• Make a list of your nice-to-haves and future wants
• Consider wellness priorities like natural light, quiet spaces, or a connection to nature

Gather Key Documents

• Organize basic financial paperwork such as recent pay stubs, bank statements, and tax returns
• Review your credit report and address any potential issues
• Your lender will let you know exactly what’s needed — we’re here to help keep things on track and answer any questions along the way

Explore Listings

• Save your favorite homes and share them with us
• Use saved searches to clarify your preferences

Research Neighborhoods

• Visit areas at different times of day to get a feel for the energy
• Think about commute times, walkability, amenities, and overall vibe

Schedule Showings

• Keep us updated on your availability so we can coordinate tours
• Use mindfulness techniques to stay present during showings
• Take notes and photos to help you compare
• Reflect on whether the home supports your vision of wellness and ease

• Review the property’s market value with us
• Decide on offer price, terms, and contingencies
• Take a deep breath — literally — and stay centered as we move through this exciting step

Celebrate the Milestone

• Celebrate this big moment — you’re one step closer to home
• Stay in close communication as we move into the next phase

Understand the Next Steps

• Review the upcoming timeline for inspection, appraisal, and financing
• Start gathering any additional documents your lender requests
• We’ll help you connect with a trusted attorney if you don’t already have one

Schedule the Inspection

• Hire a qualified, licensed home inspector
• Attend the inspection if possible and review the report with us
• Decide whether to request repairs or credits

Finalize Your Loan

• Lock in your interest rate
• Complete the full mortgage application with your lender

Prepare for Closing

• Complete any required paperwork from your attorney
• Review documents together to ensure accuracy and clarity
• Schedule the final walkthrough to confirm the home is in the expected condition

Closing Day

• Sign final documents at your attorney’s office
• Transfer funds for your down payment and closing costs
• Celebrate — you’re officially a homeowner

Plan Your Move

• Schedule movers or arrange transportation
• Pack and label boxes, using color-coded systems if helpful
• Transfer utilities and update your address

Understand Home Maintenance

• Create a schedule for routine maintenance tasks (e.g., HVAC servicing, landscaping)
• Familiarize yourself with home systems like plumbing and electrical

Stay Connected With Resources

• Reach out to your agent for trusted contractor recommendations
• Review your warranty or service agreements for major appliances

Host a Housewarming Celebration

• Share your new space with loved ones
• Reflect on your homebuying journey and accomplishments

Embrace Wellness

• Continue to integrate wellness practices into your daily life