My Home Transition Plan

Your Roadmap to the Next Chapter

Buying and selling happen in parallel, not strictly in sequence. Track milestones as they move forward — and remember: finding the right home comes first.

Milestone tracker

  1. 1

    Initial consultation & goal setting

    Shared

    We sit down together, map out your vision for the next home, and set the priorities that guide every decision ahead.

    Not started
  2. 2

    Financing & purchasing power review

    Buying

    Review your purchasing power and the financing options that fit a home-first move, so your search stays grounded in real numbers.

    Not started
  3. 3

    Residential home search

    Buying

    Identify neighborhoods and properties that match your criteria. The right home comes first — selling is planned around it.

    Not started
  4. 4

    Condominium sale preparation

    Selling

    Prepare your Kihei condo to list in the background while we search — staging, comps, repairs, and marketing materials.

    Not started
  5. 5

    Purchase offer strategy

    Buying

    Once we find the right home, shape a competitive, contingency-aware offer strategy that protects your timeline.

    Not started
  6. 6

    Listing & marketing the condominium

    Selling

    Bring the condo to market with professional photography, a pricing strategy, and a plan built around your move.

    Not started
  7. 7

    Offer acceptance & escrow coordination

    Shared

    Coordinate accepted offers, inspections, and timelines so the buy and sale stay aligned.

    Not started
  8. 8

    Closing & transition into the new home

    Shared

    Final walkthroughs, signing, and keys — the moment you step into your next Maui chapter.

    Not started
Not started In progress Waiting Completed

Milestone statuses are managed by your agent. Stages may overlap — for example, condo preparation can be in progress while the home search continues. No stage implies a signed contract, financing approval, or open escrow.

My next steps

Progress0 of 6

All items start unchecked. You can check items off here for today's session — changes are not yet saved between visits until persistent storage is implemented.

This roadmap is a planning aid. Milestone statuses are manually set and do not reflect any executed agreement, loan approval, or escrow.