CUSTOMIZED INVESTOR SERVICES

• Initial Consultation and Strategic Plan Assessment

• Financial Planning and Operating Expense  Itemization

• Individualized Lender/Investor Program Referral

• Information Packet with Process and Timeline Review

• Guided Priority List and Implementation Plan

• Customized Search with Multi-Filter Mapping System

• On-Going Assessment and Communication

• Logistics and Transition Planning Assistance

• Ancillary Service Referrals (Attorney, Inspector, Insurers, etc.)