01
Motivation and desired outcome
What is changing, and what does a good next chapter need to make possible?
PLAN MY MOVE
Move Decision Map
This private working page makes the decision points behind a move visible before the pressure of a transaction takes over. It supports an advisory conversation and is not a final financial, lending, legal, tax, pricing, or market recommendation.
02
Timing and early decision points
What is known now? What needs to be decided before a timeline becomes a commitment?
03
Current-home value and equity planning
What needs to be understood about the current home, likely proceeds, and choices available before it is asked to support the next move?
04
Purchase and payment guardrails
What payment range, property fit, and tradeoffs feel responsible and comfortable, not simply possible on paper?
05
Cash-to-close and reserves
What cash needs to remain available as the move takes shape?
06
Sale / purchase sequencing
Where is clarity needed around selling first, buying first, timing, and contingency?
07
Offer and negotiation strategy
What needs to be protected, prioritized, or understood so an offer or listing strategy stays aligned with the larger plan?
08
Non-negotiables and tradeoffs
What cannot be compromised, and which tradeoffs are acceptable if they serve the larger goal?
09
Concerns and questions to resolve
What would make the decision feel more settled and less reactive?
10
Action plan
What should happen next, who owns it, and when should it be revisited?