Planning Tools
Practical worksheets and checklists built from 20+ years of helping White Rock and South Surrey homeowners plan their next chapter. All available to download — or to work through with Al in person.
Rate yourself across six key areas: your current home, your next home, your finances, your possessions, your lifestyle preferences, and your timeline.
Estimate your net proceeds from selling, factor in all the real costs on both sides, and compare your current monthly costs to those of your likely next home.
Separate your must-haves from your nice-to-haves. Covers location, size, layout, accessibility, strata rules, parking, storage, pets, and building age.
Side-by-side comparison worksheet for when you're considering multiple properties. Scores each option against the criteria that matter most to you.
What to ask for, what to look for, and what to watch out for in strata documents — minutes, bylaws, depreciation reports, contingency reserves, insurance.
A month-by-month plan for working through your home room by room — with suggested categories, family gifting strategy, donation contacts, and disposal guide.
A reverse-engineered timeline starting from your target moving date — covering every key milestone from decluttering to listing to moving day.
The tools are more powerful when you can discuss the numbers with someone who knows the local market. Book a free session.
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