Client’s Goals and Timeline: Review what you want to achieve (e.g., buying a home, selling for the best price) and your desired timeframe.

Market Overview: I’ll provide an update on current market conditions, trends, and what to expect during the process.

Financial Considerations: We’ll discuss budget, mortgage pre-approval (for buyers), or pricing strategy (for sellers) based on market data.

Step-by-Step Process: Outline the buying or selling process, including key milestones and what they can expect at each stage.

Next Steps: Create a tailored plan of action to move forward, including any paperwork or additional information needed.