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We can help you approach real estate wisely.
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 A house purchase or sale is one of the largest financial transactions you will probably ever make. And the decision to buy or sell a home has profound quality-of-life implications. We can help you analyze the fundamentals, think through the life implications of a residence transition, and decide whether or when a change would be right for you. |
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We help you manage your house as the financial investment that it is.
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We provide unbiased advice about real estate decisions. We will speak and listen to you before you begin your search for a house. We help you articulate your wants and needs early in the real estate process, when it counts most. We help you make financial decisions such as how big a house, how much to put down, and what kind of loan.
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We help you set a good sales price for your home.
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For sellers, we help you to set a price for your house, determine where and when you should move, what to do next.
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Rent or Buy?
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For renters, we help you analyze your finances and decide whether you should continue renting or make a move to buy. If you decide to buy, we can help you to figure out what to buy, when to buy, and where to buy.
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No conflicts of interest. We are unlike a realtor who wants to make the largest commission possible in the shortest amount of time. We are unlike an asset manager who wants to keep as much of your assets under management as possible. We have no vested interest in restricting your choices or decisions.
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You may have a private consultation with Dr. Gary Smith or Dr. Margaret Smith, CFP™ about your personal housing questions. Please email or call to set up an appointment time. Once your appointment has been confirmed, we ask that you pay for your consultation through our online shopping cart. Our hourly fee is $250/hour.
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