As a Chartered Financial Consultant®, Chartered Advisor for Senior Living®, and Seniors Real Estate Specialist®, I offer a unique combination of experience and education for individuals seeking a consulting approach in reaching their real estate goals and achieving their lifestyle dreams.
I am also certified by the National Association of Realtors® as a Pricing Strategy Advisor™, Real Estate Investment Specialist™ and Relocation Specialist™ and Sellers Representative Specialist™. Additionally, I have also obtained certification for the Home Equity Conversion Mortgage (HECM) Program. Not all Real Estate Consultants are created equally. To provide professional consulting services, I have undergone training and received both the titles of Accredited Real Estate Consultant® and Consumer Certified Real Estate Consultant® from the International Association of Real Estate Consultants®.
To maintain my designations and certifications, I undergo continuous education programs and belong to multiple national peer groups that provide market information and trends. With a membership of over 16,000 qualified professionals, I can help clients relocate across town or across the country.
In addition to traditional real estate services, I also offer consulting services in the areas of Senior Issues, Probate Navigation and Real Estate Portfolio Development and Management. As a “Baby Boomer”, I understand the stress and anxiety that many seniors experience in dealing with major “later-in-life” financial and lifestyle transitions involved in relocating, refinancing or selling the family’s home.
With over 30 years of probate related experience, I have a familiarity with the probate process to facilitate the successful transfer of real estate based on the Estate’s wishes and offer guidance and options to the Estate’s Personal Representative and Estate Heirs.
Now is one of the best times in recent years to invest in Residential Real Estate. To help Investors achieve their goals, I offer a unique background in Portfolio Management and Asset Allocation for developing individual Real Estate Portfolios. My services include tools such as the Annual Performance Analysis, Purchase Investment Assessment, Capital Improvement Calculations, Real Estate Exchange Feasibility Analysis and Off-Market Property Location.