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PERSONAL PL ANNER

SELLER VISION GUIDE Karen Rosenbaum, REALTOR Certified 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! The purpose of this interactive guide is to assist you in the process of creating your future. Since 2008, as a Certified International Property Specialist, I have built my global network by nurturing lasting relationships and creating goodwill. I offer 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: Karen Rosenbaum, REALTOR Certified International Property Specialist (CIPS) 949.338.2002 Karen@KGlobalRealty.com www.KGlobalRealty.com CA BRE #01865787


SELLER VISION GUIDE

Karen Rosenbaum, REALTOR Certified International Property Specialist (CIPS) 949.338.2002 Karen@KGlobalRealty.com www.KGlobalRealty.com

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? . . . . . . . . . . . . . . . . .

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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.

Copyright © 2007-2014 Martineau Systems. All rights reserved.


SELLER VISION GUIDE

Karen Rosenbaum, REALTOR Certified International Property Specialist (CIPS) 949.338.2002 Karen@KGlobalRealty.com www.KGlobalRealty.com

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?

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Copyright © 2007-2014 Martineau Systems. All rights reserved.


SELLER VISION GUIDE

Karen Rosenbaum, REALTOR Certified International Property Specialist (CIPS) 949.338.2002 Karen@KGlobalRealty.com www.KGlobalRealty.com

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?)

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SELLER VISION GUIDE

Karen Rosenbaum, REALTOR Certified International Property Specialist (CIPS) 949.338.2002 Karen@KGlobalRealty.com www.KGlobalRealty.com

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 offer 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? Three offers for the same purchase price can yield significantly different 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 offer. What are your concerns about the financial and tax consequences of your sale? What other topics are upper-most in your mind?

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Copyright © 2007-2014 Martineau Systems. All rights reserved.


SELLER VISION GUIDE

Karen Rosenbaum, REALTOR Certified International Property Specialist (CIPS) 949.338.2002 Karen@KGlobalRealty.com www.KGlobalRealty.com

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?

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Copyright Š 2007-2014 Martineau Systems. All rights reserved.


SELLER VISION GUIDE

Karen Rosenbaum, REALTOR Certified International Property Specialist (CIPS) 949.338.2002 Karen@KGlobalRealty.com www.KGlobalRealty.com

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 Ramifications

___ Tenants

___ Valuables

___ Visitor Parking

___ Other:

What else is on your mind?

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Copyright Š 2007-2014 Martineau Systems. All rights reserved.


SELLER VISION GUIDE

Karen Rosenbaum, REALTOR Certified International Property Specialist (CIPS) 949.338.2002 Karen@KGlobalRealty.com www.KGlobalRealty.com

ADDED VALUE

CA BRE #01865787

What compelled you to purchase your property?

What improvements have you made?

What benefits have you discovered?

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SELLER VISION GUIDE

Karen Rosenbaum, REALTOR Certified International Property Specialist (CIPS) 949.338.2002 Karen@KGlobalRealty.com www.KGlobalRealty.com

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

___ Property Maintenance

___ Security

___ Personal Assistant

___ Concierge

___ Transportation

___ What else?

___ Schools

___ Employers

___ Hospitals

___ Extended-Care Facilities

___ Riding Stables

___ Sports Facilities

• Personal Services:

• Relocation Package:

___ Other:

What are the best ways to reach you?

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Copyright © 2007-2014 Martineau Systems. All rights reserved.


SELLER VISION GUIDE

Karen Rosenbaum, REALTOR Certified International Property Specialist (CIPS) 949.338.2002 Karen@KGlobalRealty.com www.KGlobalRealty.com

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

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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

Karen Rosenbaum, REALTOR® Certified International Property Specialist (CIPS) Mobile: 949.338.2002 Email: Karen@KGlobalRealty.com www.KGlobalRealty.com CA BRE #01865787

30812 South Coast Highway, Laguna Beach, CA 92651 USA Copyright © 2007-2014 Martineau Systems. All rights reserved.

Seller Vision Guide