From intake call to settled in.
Four steps, one adviser. Cheryl schedules the appointments, prepares the paperwork in advance and attends the offices with you.
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Intake and planning
It starts with a complimentary intake call, then a virtual or in-person needs assessment covering your move dates, household and the housing brief. Families also plan their education strategy here.
- Needs assessment
- Move dates and timeline
- Housing brief
- Area overview: safety, lifestyle, commuting
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Search and tours
A rental market overview becomes a shortlist of up to five properties. Tours are accompanied in person or coordinated virtually, then the lease is reviewed and the application supported through to signing.
- Shortlist of up to five properties
- Accompanied or virtual tours
- Lease review and negotiation
- Landlord policies, pet terms and deposits
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Compliance appointments
Social Security, driver's license and banking, each prepared in advance and attended with you, so nothing has to be repeated.
- Social Security number application or change
- Driver's license application or transfer
- Theory test accompaniment
- Bank account opening
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Settling in
Registrations, follow-ups and a neighborhood briefing so daily life runs smoothly. The scope depends on your suite and any add-on time.
- School and preschool registration packets
- DMV, SSA and bank follow-ups
- Library, recreation and healthcare registration
- Transit, parks, hospitals and groceries
Good to know.
Straight answers on fees, scope and what happens next. Anything else comes up on the intake call.
Are the suite prices fixed?
Yes. Each suite is a flat fee: $2,000 for Essentials & Compliance, $2,300 for Essentials & Compliance Plus and $2,800 for Full Relocation & Setup.
What is not included in the fee?
Third-party and government fees, such as license or application fees, are billed at cost.
Do I need to sign anything with a realtor?
Home finding through a realtor or broker requires a representation agreement with that brokerage.
Can I add more time?
Yes. Additional time is available with any suite at $300 per half day and $600 per full day. It covers utility setup, move-in inspection, furniture logistics, renters' insurance, professional cleaning and home security referrals.
Can tours happen before I arrive?
Property tours can be accompanied in person or coordinated virtually, and the needs assessment can be virtual or in person.
Which suite should I choose?
Individuals and couples who mainly need housing and core documents usually fit Essentials & Compliance. Choose Plus if your move-in inspection and utilities fall close to your arrival date. Families with children should look at Full Relocation & Setup. The intake call settles it.