Start with
a conversation.

I ask what you own, roughly what you owe on it, how long you have owned it, and what you picture doing next. Not because I am qualifying you — because those four facts determine whether Prop 19 applies, whether Section 121 covers your gain, and which sequence is even available to you.

Then I tell you what I think, including when the answer is that you should wait, or that the move you are describing does not make financial sense yet. That happens, and saying so is more useful to both of us than booking a listing appointment.

If it does make sense, the next step is the equity map — one page, real numbers, no cost, no obligation to work with me afterwards.

Prefer not to call yet?

The Coastal Downsizing Guide covers most of the ground without talking to anyone, and the assistant in the corner of this page will answer the common questions and pass a message along whenever you are ready.