CADE BATES · SANTA BARBARA

Your next move,
with a clearer plan.

Use this worksheet to organize the questions you want to discuss.

Your priorities

• □ Write your ideal move timing and what needs to happen first.
• □ List three must-haves and three areas where you can compromise.
• □ Compare your actual commute, errands and access needs.

The property and full cost

• □ Discuss financing and ownership costs with a qualified lender.
• □ Gather insurance, tax, utility, maintenance and HOA estimates where applicable.
• □ Identify inspection, permit, condition and land-use questions for the specific property.

If you are selling

• □ Gather improvement, maintenance and permit records.
• □ List known issues and questions to review with your agent.
• □ Discuss preparation, current market comparisons and timing before committing to work.

Your next conversation

• □ My top priority: __________________________________________
• □ My main question: ________________________________________
• □ My next action and date: __________________________________