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

[email protected]

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



949.338.2002

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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



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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.)




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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



949.338.2002

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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.)




949.338.2002

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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




949.338.2002

[email protected]


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: ____________________________________________________




949.338.2002

[email protected]


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)



949.338.2002

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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

Real Estate

Buyers Vision