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
- 1Not started
Initial consultation & goal setting
SharedWe sit down together, map out your vision for the next home, and set the priorities that guide every decision ahead.
- 2Not started
Financing & purchasing power review
BuyingReview your purchasing power and the financing options that fit a home-first move, so your search stays grounded in real numbers.
- 3Not started
Residential home search
BuyingIdentify neighborhoods and properties that match your criteria. The right home comes first — selling is planned around it.
- 4Not started
Condominium sale preparation
SellingPrepare your Kihei condo to list in the background while we search — staging, comps, repairs, and marketing materials.
- 5Not started
Purchase offer strategy
BuyingOnce we find the right home, shape a competitive, contingency-aware offer strategy that protects your timeline.
- 6Not started
Listing & marketing the condominium
SellingBring the condo to market with professional photography, a pricing strategy, and a plan built around your move.
- 7Not started
Offer acceptance & escrow coordination
SharedCoordinate accepted offers, inspections, and timelines so the buy and sale stay aligned.
- 8Not started
Closing & transition into the new home
SharedFinal walkthroughs, signing, and keys — the moment you step into your next Maui chapter.
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
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.
