Brian Schwatka's passion is to help homeowners make the best decisions for their future whether they are staying or going. He educates his clients though webinars, online classes, educational videos and personal consultations.
First, he helps homeowners decide IF they should stay or go, then he helps them decide “WHERE they can go. This analysis and education gives the homeowner clarity, certainty and confidence. Finally, he continues to assist homeowners in selling their homes, saving them time, money and frustration.
Here are the 5 steps to give you the CLARITY that you've been searching for:
You may also click the green menu on the right side to quickly scroll you to the desire step.
STEP 1
EVALUATE
Your Homeownership
The first step of your journey begins with discovering where you are in your current homeownership. Because everything is interconnected, you'll need to evaluate where you stand in all of the following areas:
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Basic Financial Position
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Health and Social Well-being
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Personal Support Network (family & friends)
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Estate and Legal Standings (Title and Trust)
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Homeownership or Real Estate
By answering 6 simple questions for each of these 5 categories, you'll discover where you truly are today in your homeownership
Download the PDF, and complete the exercise.
STEP 2
ENVISION
Your Ideal future
The second thing you/we need to do is to decide where you want to go in life. The Postcard from the future exercise helps you create your perfect vision of the future. It's fun and it helps you make the best decisions for your future, whether you are staying or going.
Download the PDF and complete the exercise.
Proverbs 29:18 Where there is no vision, the people perish
STEP 3
EDUCATE
Yourself &
Seek Counsel
There are two ways to educate yourself on this website:
1) Watch specific educational webinars and videos
2) Seek Councel by scheduling a Homeowner Analysis with Brian so we can start to put the pieces of your puzzle together and come up with a plan.
Don't worry If you have not completed steps 1 and 2,
we'll figure it all out together
During our 1 hour meeting, we can discuss:
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Where you are in your current homeownership.
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Staying in your current home and aging in place.
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Retirement living options: home or community.
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Retirement community differences.
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The best retirement communities for you.
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The best areas for you to relocate to.
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The best time to make a transition
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Selling your home for a cash-out.
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Renting your home for a cash-flow.
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Should you buy first or sell first?
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Should you vacate or occupy?
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Creative financing options.
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Selling your home as-is.
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Home preparation tips.
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The home selling timeline.
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How to select the best Realtor.
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How to make a stress-free transition.
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How much you would net after taxes should you sell.
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Anything else that you have questions about. I’ve been helping homeowners make the best decisions for their future since 2004 and I can help you and your family as well.
The Homeowner Analysis = Clarity, Certainty & Confidence
STEP 4
EXPLORE
Your "Where"
Options
I’ve narrowed it down to FOUR options:
1) Remain in your current home
Click here to go to our STAY page
2) Purchase a new home that better suits your lifestyle
Click here for our Home Matcher
3) Transition to a Retirement Community:
Click here for our Retirement Community Directory
Click here for our Retirement Community Matcher
4) Relocate out of the area to a new home or community
Click here for our Relocation Directory
Click here for our Relocation Matcher
Let’s Prioritize your wants and needs: Whenever you have ten items (or less) where you need to decide which one is most important to you, which one is next most important, etc. this prioritization grid should help immensely. Instead of trying to decide between ten items, you need only decide between two items at a time. The question is always: “If I could have “A” in my life or “B”, or “B” but not “A”, which one would I choose?”.
If you would like to use an on-line (auto-calculating) version of the Prioritization Grid, go to: www.StayOrGoHomeowner.com/prioritize
STEP 5
EXECUTE
Your Plans
Congratulations! You’ve:
1) Evaluated your current homeownership,
2) Envisioned your ideal future,
3) Educated yourselves on your various options,
4) Explored and prioritized those options
and now it’s time to Execute your plan.
If you’re still on the fence, feel free to schedule a Homeowner Analysis.
If you have any questions, comments, concerns or requests, please contact me directly.
I’m always here for you and your family.
Note: I appreciate and value your personal information and this will not be shared with anyone else. The reason I need to know all of this information is so that I can properly evaluate your current situation and give you my opinions on your options going forward. Please also keep in mind that I am not an accountant or a tax person, so feel free to have these estimated numbers reviewed by your tax advisor for accuracy.