If you’re thinking of relocating, what steps should you take to make for a smoother transition?

It depends on your reason for moving. If you’re relocating because an employer has asked you to do so, then they’ll likely take care of the logistics for you. If you’re relocating for personal reasons, though, then the burden of executing this move will fall squarely on your shoulders.

Thankfully, there are several helpful tips you can keep in mind to make this easier, many of which we’ll discuss in today’s message. 

Cited below for your convenience are timestamps that will direct you to various points in the video. Feel free to watch the full message or use these timestamps to browse specific topics at your leisure: 

0:26 - Introducing today’s topic

1:26 - How our “Leaving the Bay Area Roadmap” can help with your move

2:03 - Roadmap step No. 1:  Have a discovery consultation

2:32 - Roadmap step No. 2: Research your destination

2:51 - Roadmap step No. 3: Determine the equity position of your home

3:08 - Roadmap step No. 4: Have a destination consultation

3:37 - Roadmap step No. 5: Consult with a CPA/ financial planner

4:06 - Roadmap step No. 6: Take an exploratory trip

4:28 - Roadmap step No. 7: Get approved

4:46 - Roadmap step No. 8: Prepare your home for sale

5:02 - Roadmap step No. 9: Take a home buying trip 

5:33 - Roadmap step No. 10: List your home for sale

5:55 - Roadmap step No. 11: Schedule the logistics

6:25 - Roadmap step No. 12: Move into your new home

6:51 - How to get your own copy of this guide

If you have any other questions or would like more information, feel free to give me a call or send me an email. I look forward to hearing from you soon.