Obstacle 01 · Prepare your facts

A few numbers. A clearer conversation.

Estimates are enough to start a conversation. Tony can help identify what needs verification before making a financing decision.

Your current homeEstimated value, mortgage and other lien balances, monthly housing costs, expected sale timing and selling costs.
Your available cashWhat you can use now, and the cushion you want to keep.
The next homeTarget price, purchase timing and desired payment after the sale.
Your comfort levelHow much overlap you could manage, and what a delayed or lower sale would mean.

Start with the move.

Tell Tony what you want to happen. Together, compare equity now, equity later and a different sequence if needed.

Use the contact choices for an initial conversation. Share financial documents through the team’s secure process.