Real life has been a whirlwind recently. It sometimes takes me and Kim a while to make a decision, but once we do decide, we shift into high gear. So, after nine months of discussing the idea and another month of actual planning, we’ve spent the past ten days in a mad rush to prep our home for sale.
This morning, the listing for our condo went live.
Buying and selling real estate can be a complicated process. For one, it’s a major financial move — often the highest-dollar move the average person will make in her lifetime. For another, there are tons of legal considerations. Plus, there are always psychological and emotional issues to consider — even when you’re doing your best to make rational decisions like a money boss.
Fortunately, we have a Portland-area real-estate agent we trust. Andi — a former personal-finance blogger — helped me buy this place in 2013. Since then, Kim and I have become friends with her and her husband. Andi knows us. She drinks beer with us. She reads Money Boss. She understands what we value. She understands our motivations and goals.
Because of this, she’s not only able to help guide our hunt for a not-so-big house, but also to give us good advice about how to sell the condo. With her aid, we set up a series of checklists to guide our preparation. She tells us what to do when. She also does a great job of managing my neurotic tendencies during the process. We feel confident that Andi is “on our team”.
Your Personal Board of Directors
Andi isn’t the only person on my financial team. Over the past 25 years, I’ve built a small group of trusted advisors. If I’m the money boss — both the CEO and the CFO of JD, Inc. — then these folks are like my board of directors. They have specialized knowledge that I don’t. They help me make (and keep) more money.
Here are the other experts who sit on the board of directors for JD, Inc.: [Read more…]