Real Estate Strategy Packages

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Best for:

Getting clear before making a major housing decision.

What this includes:

• A focused 60-minute strategy session (video or phone)
• Clear guidance on buy vs. rent, timing, and affordability
• Honest discussion of risks and tradeoffs
• Simple, confident next-step recommendations tailored to your situation

Result:

You leave knowing what decision makes the most sense and why, before committing your money.

Best for:

Military families navigating a high-stakes PCS housing decision.

What this includes:

• PCS-specific housing strategy aligned with assignment length
• Rent-vs-buy clarity at the new duty station
• Guidance on what to do with your current home (sell, hold, or rent)
• Analysis of up to two realistic property options
• Written strategy summary you can act on immediately

Result:

A housing decision that supports both this assignment and your long-term goals.

Includes up to 3 properties · Additional properties $75 each

Best for:

Choosing between properties or evaluating an investment with confidence.

What this includes:

• Full financial modeling for each property
• Cash flow, affordability, and downside risk analysis
• Clear side-by-side comparisons
• Sensitivity testing of key assumptions
• Written analysis summary with clear recommendations

Result:

You know which property is strongest — before committing your money.

Best for:

Clients who want ongoing support through multiple real estate decisions during the year.

What this includes:

• Up to eight property analyses per year (two per quarter)
• Strategy guidance whenever real estate decisions arise
• PCS support when applicable
• Rental conversion and refinance modeling included
• Priority scheduling and faster turnaround

Result:

A trusted strategic partner helping you make smarter real estate moves all year long.

Includes three property options

Best for:

Buyers who want help finding strong opportunities in a target market.

What this includes:

• Local pricing, trends, and strategy 

• Screened listings based on goals, budget, and type

• Three properties aligned with your strategy

• Strengths and risks of options

• A written summary for decisions

Add-ons:

• Additional properties in market — $75 each

• Additional market (3 properties) — $449

Result:

Avoid weak deals And focus on the best opportunities for you

Available with any core package

• Additional Property Analysis — $75 each
  Full financial modeling, cash-flow review, and comparison integration.
• Rental Conversion Feasibility — $250
  Analysis of whether keeping a home as a rental makes sense.
• Refinance / Cash-Out Modeling — $200
  Outcome clarity before refinancing.
• Portfolio Review (3 properties) — $400
  Strategy and risk review across multiple properties.
• Market Comparison Report — $200
  Location insight to support buy, rent, or relocation decisions.