Relocation Tips and Advice

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Here's an overview of the key things you need to think about, and do, when you are relocating to Carlsbad or elsewhere here in Southern California, including tracking expenses, hiring the right agent to help you, finding the right movers, and creating a moving checklist. Relocation is a big deal and not easy to do, so the more moving tips and advice you can get before you get started on your relocation, the better.

Visit www.RelocationTipsAndAdvice.com for my YouTube Channel video series on these 15 topics you need to know about. SEE THE VIDEO AFTER THE LAST SLIDE FOR MORE INFORMATION ABOUT THE SERIES

And check out my moving tips on www.RelocationA2Z.com

Thanks

"The Southern California Relocation Dude"

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Relocation Tips and Advice

  1. 1. Relocation Tips and Advice! ”The Southern California Relocation Dude” GETTING STARTED Once you decide to relocate you have important decisions to make depending on your personal situation – selling your current home (or renting it), buying a new home (vs. renting), tracking expenses, packing, hiring movers, moving the pets, house hunting trips, and so much more This presentation will guide you through some of the major decision points. Visit the website listed below (not a link) for my Relocation Tips and Advice Video Series on my YouTube Channel Playlist Relocation Video Series – www.RelocationTipsAndAdvice.com ©JeffDowler 2014 All Rights Reserved
  2. 2. Relocation Tips and Advice! ”The Southern California Relocation Dude” Tip #1 RELOCATION EXPENSES 1. Track all of your expenses – travel, food, hotel, mileage, etc. 2. Keep a file of all receipts 3. Check with your Accountant on what is tax deductible and what is not 4. If using a Corporate Relocation Package find out what is reimbursed and what is not, what is billed directly, what expenses are covered (if any), and how to handle receipts
  3. 3. Relocation Tips and Advice! ”The Southern California Relocation Dude” Tip #2 GET PRE-APPROVED What You Need to Know About Getting Pre-Approved: 1. Get pre-approved for your new home purchase as quickly as possible so you know your budget (unless you can pay cash) 2. An up-to-date written pre-approval will be required with any offer 3. Be prepared to provide Proof of Funds for Your Down-Payment and Closing Costs
  4. 4. Relocation Tips and Advice! ”The Southern California Relocation Dude” Tip #3 RELOCATION PACKAGES If you are using a Corporate Relocation Package: 1. Review this in detail right away and understand the key components 2. Find out who your contact person is and discuss any questions 3. Find out if you can select your real estate professional for selling and/or buying or if that is the Relocation Company’s decision 4. Find out how reimbursements are handled and what receipts are needed
  5. 5. Relocation Tips and Advice! ”The Southern California Relocation Dude” Tip #4 FIND A REALTOR® TO HELP Important Issues to Consider When Hiring the Right REALTOR to Help Buy Your New Home: 1. Knowledge of relocation 2. Uses Technology 3. Chemistry and Trust 4. Services and Knowledge
  6. 6. Relocation Tips and Advice! ”The Southern California Relocation Dude” Tip #5 BUYING VS. RENTING Important Issues to Consider When Choosing to Rent vs. Buy a New Home: 1. Your personal situation 2. Your financial situation, i.e., are you qualified to buy another home 3. Schools (if you have kids) 4. Moving twice 5. Your knowledge of the new area
  7. 7. Relocation Tips and Advice! ”The Southern California Relocation Dude” Tip #6 QUESTIONS FOR MOVERS Some Important Questions to Ask Potential Movers: 1. When can you pack and move us? 2. What are the standard and extra charges? 3. What does insurance cover? 4. How do you handle boxes I pack myself? 5. How long will you take to get my stuff to my new home?
  8. 8. Relocation Tips and Advice! ”The Southern California Relocation Dude” Tip #7 RELOCATION CHECKLIST Here are Some Key Items to Have on Your Relocation Checklist: 1. Be sure to keep a list of To Do’s and Questions to be answered – Evernote, Hard Copy, Your iPad 2. Keep a timeline or calendar of key dates – packing, moving, travel, move- in, closing dates on current/new home 3. List services to be opened/discontinued 4. Ask me for a copy of my Relocation Checklist to help plan your move
  9. 9. Relocation Tips and Advice! ”The Southern California Relocation Dude” Tip #8 PACKING FOR YOUR MOVE Here are Some Tips on Packing for Your Relocation: 1. Decide if you want to pack it yourself or pay to have it packed 2. Find out if boxes you pack (PBO or Packed by Owner) are insured or not 3. Find out if the moving company can provide moving boxes and deliver them 4. Labeling your boxes is key – include the ROOM and the CONTENTS
  10. 10. Relocation Tips and Advice! ”The Southern California Relocation Dude” Tip #9 SCHOOLS, CRIME, ETC. How to Find out About Schools. Crime and Other Issues: 1. Research schools using local school district websites and sites like GreatSchools.org 2. Contact local police departments, check city websites, and visit CrimeMapping.com 3. Ask your REALTOR® for resources you can use
  11. 11. Relocation Tips and Advice! ”The Southern California Relocation Dude” Tip #10 HELP YOUR REALTOR® Here’s How You Can Help Your REALTOR® Help You: 1. Respond quickly and thoroughly 2. Be clear about what you want and need in your new home, and can afford 3. Learn as much as you can about the new area 4. Be flexible
  12. 12. Relocation Tips and Advice! ”The Southern California Relocation Dude” Tip #11 HOUSE HUNTING TRIPS How to Make the Most of House Hunting Trips: 1. Do your research beforehand – be thorough 2. Assemble a careful list of all the homes you wish to see 3. Take lots of notes when touring homes and communities 4. Use your camera and/or take videos of homes and the neighborhoods
  13. 13. Relocation Tips and Advice! ”The Southern California Relocation Dude” Tip #12 RELOCATING WITH PETS Things to Think About When Relocating with Pets: 1. Talk with your vet and have your pet(s) examined 2. Get copies of all vet records 3. Plan for how you are moving your pets – car? plane? 4. Make sure you have suitable carriers if traveling by plane and check airline requirements and costs
  14. 14. Relocation Tips and Advice! ”The Southern California Relocation Dude” Tip #13 PREPARING FOR THE MOVE How to Prepare for your Move: 1. Determine when you have to be out of your house 2. Hire your movers and determine packing/moving dates 3. Plan your travel (Plane? Car?) based on when your household goods will arrive at your new home and you will have access 4. Verify coverage for travel, etc. if using a Corporate Relocation Package
  15. 15. Relocation Tips and Advice! ”The Southern California Relocation Dude” Tip #14 SEARCHING ONLINE How to Make the Most of Searching Online for Your Home: 1. Sign up for automated listings with your REALTOR® 2. Do research on communities 3. Use Google Earth or Google Maps to see the area 4. Realize that not everything you see/read online is accurate 5. Have your REALTOR ® help screen in/out homes that work for you
  16. 16. Relocation Tips and Advice! ”The Southern California Relocation Dude” Tip #15 MAKING AN OFFER Important Things to Know About Making an Offer: 1. Be pre-approved with a current written pre-approval 2. Have your proof of funds ready 3. Review the offer paperwork beforehand and ask any questions so you understand the process 4. Discuss an offer strategy/offer amount with your agent
  17. 17. Relocation Tips and Advice! ”The Southern California Relocation Dude” Tip #16 GET ANSWERS TO YOUR QUESTIONS AND HELP WITH YOUR RELOCATION TO CARLSBAD AND SOUTHERN CALIFORNIA Call or text me at (760) 840-1360 or Email me at JeffDowlerSolutions@gmail.com www.RelocationTipsAndAdvice.com ©Jeff Dowler 2014 All Rights Reserved

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