Step 1: Reach Out to Me!

The first step in the process is simple—just send me an email or fill out the contact form on the website. A link to the contact page is below. Please include HOA objection deadline and ask any questions you might have. If you're curious about what my financial reviews look like, I'm happy to share a sample review to give you an idea of what to expect.

Step 2: Moving Forward

If you decide to proceed, you'll sign a client service agreement, and a one-time fee of $150 will be due.

Step 3: Sharing Your Documents

After signing and payment, I’ll ask you to email me all the HOA documents you receive from the seller. If it's available, providing login information for the HOA’s website can be helpful, though I understand this isn't always possible.

Step 4: Your Summary

I typically deliver your detailed summary within 48 hours after receiving all the HOA documents and confirming receipt. Keep in mind, my analysis is based entirely on the information you provide, so the level of detail may vary.

Please note, I won't be making any decisions or recommendations; my goal is to provide you with a comprehensive review that enables you to make the best decision for your needs.

Final Step: Follow-Up

After you receive your review, I’m here to answer any questions you might have!

Looking forward to assisting you!