Following are the core principles that
guide how I interact with clients:
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I run a small, referral-only real estate and
construction deisgn consulting business working with clients who expect to have a long term relationship with a caring, competent, honest fiduciary who only focuses on their clients' best
interests.
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My clients want an advisor about real estate,
local market trends, and construction & design who has both extensive field experience and a strong network of excellent contractors and ethical business profesessionals. They are looking for an agent who is
willing to tell them things they might not want or expect to hear. They appreciate an agent who has enough business and self-respect to tell clients not to buy or sell beacuse that is the best
personalized advice, even though it means less immediate business and income for the agent.
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I like my clients to take their finances seriously and expect me to do the same. Buying or selling a home has major financial and
emotional consequences and I respect my clients by treating it as such.
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I don’t believe in keeping
up with the proverbial Jones’ or encouraging others to do so. I encouarge people to educate themselves and then make sensible, reasonable decisions that are right for their current situation, pocket
book, and long-term life goals.
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In general, I believe the average person should
not overspend on or over-invest in their personal homes - especially without being mindful an exit plan. I don’t encourage property buying & selling for all people because not everyone should own
real property at all the times. Home ownership can be wonderful but it is also a huge, time-consuming, illiquid, sometimes volatile encumbrance that is a major responsibility.
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Buying, owning, and selling a home
successfully requires some sort of long term fiscal planning. At the very least, I want my clients to have a decent understanding of the pros and cons of what upkeep and carrying costs could be
during property ownership as well as realistic expectations of what it costs to prepare and sell their house.
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I expect my clients to know what they can
and cannot realistically afford at the beginning of our partnership. It works best when you share that information with me up front (though after you’ve hired me as their agent), so we
stay focused and don't waste time. And it’s OK if you need help figuring out what those figures are or determining what is reasonable for you to expect – I can assist you there too. I just don’t work
well with clients who maintain unrealistic or unreasonable fiscal expectations in the face of valid data and facts.
My clients hire me
to take their finances and goals seriously. They want defensible, solid data as well as
honest, caring advice and answers to help them assess what is possible and what is reasonable. My objective is always to protect my clients’ best interests.