Berkshire Hathaway HomeServices has created a program called the FOREVER AGENT. 

This new program is unique to BHHS, and specially created for clients like yourself. Many people have a financial planner that helps advise you on how to invest your money. You also have a network of professional agents, like myself, who can help you design a Real Estate Asset Plan regardless of what stage of life you are in.

These lifestyle factors play a significant role when making your future real estate decisions.  For example; Millennials are often motivated by their career opportunities; whereas Gen Xers may consider the access to quality schools and communitiy events and amenities. Baby Boomers may begin thinking about doing less work and buying a smaller home.  Important needs also may include access to doctors/hospitals and social activities; as well as living close to family.

That is precisely why it is important to work with a FOREVER AGENT, like myself, who is able to guide you in figuring out what your personal needs are, your lifestyle options, establishing realistic goals as well as begin to develop a plan for your future.

When I meet with my investment advisor, he provides me with questionaire to complete (annually) to assess my investments, while aligning them with my personal goals. My lifestyle goal ie: travel, how long I want to continue to work (forever--lol), what kind of community I would like to live in, if I want to be near restaurants, live near the beach or move to a more Urban area; stay in San Diego or move to a less expensive community (No plan to move--lol).

We will consider your options including tax considerations, transferring your tax base, need for a single story, planning for retirement, how to use a portion of your current home's equity to invest and create a positive cash flow. There are a multitude of possibilities!

In closing, I believe that I am different than your typical Real Estate Agent.  Most Real Estate Agents are transactional.  They focus on facilitating the transaction.  A FOREVER AGENT focuses on providing on going advice and support for life!

I will always go above and beyond!

I look forward to earning your trust and respect as your trusted advisor and would be honored to be be your FOREVER AGENT.

For your personal Real Estate and Lifestyle Planning Guide, text:  Iris   858.945.8198.  I will send you the guide and then we can schedule a personal appointment to review the plan.