Sellers Vision

PERSONAL PLANNER SELLER VISION GUIDE
Karen Rosenbaum, REALTOR
Certifi ed International Property Specialist (CIPS)
949.338.2002
Karen@KGlobalRealty.com
www.KGlobalRealty.com
CA BRE #01865787

SELLER VISION GUIDE
WARM WELCOME
GREETINGS
Life’s an adventure! Th e purpose of this interactive guide is to assist you in the process
of creating your future.
Since 2008, as a Certifi ed International Property Specialist, I have built my global
network by nurturing lasting relationships and creating goodwill.
I off er a suite of complimentary and fee-based services. Let’s establish mutual
expectations. My intention is to provide you with valuable services and represent you
in the purchase or sale of property when and if the time comes.
WHAT’S YOUR INTENTION?
___ Gather preliminary information on my own
___ Receive assistance from an agent
___ Hire an agent to represent me
___ Other:
949.338.2002
CA BRE #01865787

SELLER VISION GUIDE
949.338.2002
TABLE OF CONTENTS CA BRE #01865787
Catalyst for Change . . . . . . . . . . . . . . . 4
Lifestyle Vision . . . . . . . . . . . . . . . . . 5
Representation . . . . . . . . . . . . . . . . . 6
Life Choices . . . . . . . . . . . . . . . . . . . 7
Peace of Mind . . . . . . . . . . . . . . . . . . 8
Added Value . . . . . . . . . . . . . . . . . . 9
Select Services . . . . . . . . . . . . . . . . . 10
What’s Next? . . . . . . . . . . . . . . . . . 11
Copyright © 2007-2014 Martineau Systems. All rights reserved.
In this seller’s market, how do you assess the best timing for your sale?
This guide is a tool to arrive at the right answer for you.

SELLER VISION GUIDE
949.338.2002
CATALYST FOR CHANGE CA BRE #01865787
As you contemplate selling your property, what’s are your main objectives?
(simplify or expand your lifestyle, enrich the lives of loved ones, protect your estate)
What’s important to you in the overall process of selling your property?
4 Copyright © 2007-2014 Martineau Systems. All rights reserved.

SELLER VISION GUIDE
5
949.338.2002
LIFESTYLE VISION CA BRE #01865787
Describe the ultimate outcome from the sale of your property.
(How will you manage your seller’s proceeds, where will you go?)

SELLER VISION GUIDE
949.338.2002
REPRESENTATION CA BRE #01865787
When agents say, “I work in your best interest’ what exactly do they mean?
Is sole representation important to you? Some agents who represent you as a seller,
will off er to represent a buyer for your property and act as a dual agent. What are
your thoughts?
How do you sell for the highest NET proceeds? Th ree off ers for the same purchase
price can yield signifi cantly diff erent sums of net proceed dollars to you. An all cash
transaction may not be as simple as it sounds. For this reason, Karen accelerates the
marketing of your property when there is news of an impending off er.
What are your concerns about the fi nancial and tax consequences of your sale?
What other topics are upper-most in your mind?

SELLER VISION GUIDE
949.338.2002
LIFE CHOICES CA BRE #01865787
How do you compare and contrast the pros and cons of selling your property?
CURRENT PLACE NEW PLACE
Cultural
(entertainment, recreation)
Financial
(taxes, cost of living)
Health
(emotional, physical)
What else?
What is the single most important factor for whether or not you sell?
What month would you like to see your property sale CLOSE?

SELLER VISION GUIDE
949.338.2002
PEACE OF MIND CA BRE #01865787
Who and what do you value most? What concerns do you have about listing your property for sale?
___ Storing Collectibles ___ Timing of Special Events
___ Neighbors ___ People
___ Pets ___ Property Maintenance
___ Security System ___ Tax Ramifi cations
___ Tenants ___ Valuables
___ Visitor Parking ___ Other:
What else is on your mind?

SELLER VISION GUIDE
9
949.338.2002
ADDED VALUE CA BRE #01865787
What compelled you to purchase your property?
What improvements have you made?
What benefi ts have you discovered?

SELLER VISION GUIDE
949.338.2002
SELECT SERVICES CA BRE #01865787
What services would you like?
• Consultation:
___ In-Person ___ Teleconference ___ Skype
• Property Evaluation with extra copies for:
___ Legal Representative ___ Other interested parties
• Professional Referrals:
___ Attorneys ___ Tax Advisor ___ CPA
• Personal Services:
___ Property Maintenance ___ Security ___ Personal Assistant
___ Concierge ___ Transportation ___ What else?
• Relocation Package:
___ Schools ___ Employers ___ Hospitals
___ Extended-Care Facilities ___ Riding Stables ___ Sports Facilities
___ Other:
What are the best ways to reach you?

SELLER VISION GUIDE
11
949.338.2002
WHAT’S NEXT? CA BRE #01865787
Let’s meet and get acquainted, shall we?
Would you like me to come to your property, or meet at another location for a relaxed discussion?
Perhaps you’d like to jot down a few questions to ask?
Warmest regards,
Karen

SELLER VISION GUIDE
Karen Rosenbaum has a warm and genuine personal style. Her approach is as a mentor,
advisor and advocate.
“I treat others as I would like to be treated. It’s not always advisable to
buy or sell. Many people want to know, ‘Is my life vision in alignment
with the opportunities of the marketplace?’ For peace of mind, contact
me anytime to schedule a consultation.”
— Karen Rosenbaum
Copyright © 2007-2014
Martineau Systems.
All rights reserved.
30812 South Coast Highway, Laguna Beach, CA 92651 USA
Karen Rosenbaum, REALTOR®
Mobile: 949.338.2002
Email: Karen@KGlobalRealty.com
CA BRE #01865787

Sellers Vision

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