No sales pitch and no pressure to sell. Each year, our clients can sit down with us for a laid-back advisory and strategy session about their home, what it is worth, and how to make the most of it.
Most agents are there for the sale and then you rarely hear from them again. We see it differently. We want to be the people you call with questions about your home, whether or not you ever plan to sell it. A yearly advisory session keeps small questions from turning into costly surprises, and helps you make decisions with confidence.
An updated look at what your home could sell for, based on recent comparable sales, and how your equity has changed.
Where rates and your equity stand today. When it makes sense, we bring in a lender we trust to run the actual numbers.
Whatever you have in mind, whether that is staying put, updating or something bigger. We listen first, with no agenda.
Thinking about a project? We share what tends to add value in your area and help you weigh it against the cost, with introductions to trusted contractors. Estimates are opinions, not guarantees.
A prompt to review your coverage and a warm introduction to an insurance professional from our network when you want a second look.
A short written summary after each session: what we discussed, what to watch and what to do next, if anything.
Choose a time that suits you. Meet in person or by video, whichever you prefer.
About 30 minutes with Steve and Andrea. Bring your questions, or just come as you are.
You receive a short summary, and we remind you when it is time for your next session.
The Annual Advisory Advantage is part of how we work with the people we serve in Illinois and Florida. If we have helped you buy or sell, we would love to stay in touch. If we have not met yet, a session is also an easy, no-pressure way to get to know us.
No. The Annual Advisory Advantage is our way of staying in your corner as your advisors.
Not at all. Most conversations are about staying put and making the most of your home. There is no sales pitch and no pressure.
Yes. We offer in-person meetings in the areas we serve, and video calls for everyone else, including clients who split their time between Illinois and Florida.
No. We are real estate advisors, not lenders, insurance agents or contractors. When a refinance, a coverage review or a repair estimate makes sense, we introduce you to licensed professionals we trust and help you ask the right questions.
General information, not legal, tax, financial or insurance advice. Valuations are opinions of value, not appraisals. Rules, rates and market conditions change. The Annual Advisory Advantage is a courtesy we offer our clients at our discretion. Availability, format and content may change.