Better Decisions Begin With Better Questions

Most homeowners and investors know where they live, what they paid, and roughly what it's worth today. A real estate plan asks different questions. This is a complete self-guided assessment, not just a checklist.

Inside:

✓ A self-check across four areas — your real estate, your future, your family, your numbers — designed so the questions you couldn't check are as useful as the ones you could

✓ The P.L.A.N. framework: Properties, Longevity, Assets, Next Generation — the four interconnected areas any real estate decision touches, each with its own central question

✓ Fact, Estimate, or Assumption? — an honest inventory of what you actually know about each property (value, equity, income, tax basis) vs. what you've been estimating or simply assuming

✓ The Five Ways Real Estate Can Build Wealth (cash flow, appreciation, depreciation, leverage, tax-deferred repositioning) and whether each is actually working for you today

✓ Could Someone Else Navigate the Plan? — six readiness questions (Know, Locate, Access, Authorize, Communicate, Coordinate) that reveal whether your family could step in if they had to

✓ A four-stage readiness model — Reactive, Aware, Preparing, Proactive — plus Your Next Three Questions, an action worksheet to identify what matters most right now

This assessment is for homeowners, investors, and families across Coastal Southern California and the Portland Metro area ready to look at their real estate with clearer eyes.

This assessment is educational and self-reflective in nature. It does not constitute legal, tax, financial, or investment advice. Please consult the appropriate licensed professional for guidance specific to your situation.

Jennifer Timm, Real Estate Wealth Advisor · Certified Real Estate Planner® · Keller Williams OC Coastal Realty, 635 Camino De Los Mares, San Clemente, CA 92673 (CA Salesperson #02045744) · Keller Williams Portland Premiere Realty, 7504 SW Bridgeport Rd, Portland, OR 97224 (OR Broker #201260717). Each office is independently owned and operated.

Better Decisions Begin With Better Questions

Inside:

✓ A self-check across four areas — your real estate, your future, your family, your numbers — designed so the questions you couldn't check are as useful as the ones you could

✓ The P.L.A.N. framework: Properties, Longevity, Assets, Next Generation — the four interconnected areas any real estate decision touches, each with its own central question

✓ Fact, Estimate, or Assumption? — an honest inventory of what you actually know about each property (value, equity, income, tax basis) vs. what you've been estimating or simply assuming

✓ The Five Ways Real Estate Can Build Wealth (cash flow, appreciation, depreciation, leverage, tax-deferred repositioning) and whether each is actually working for you today

✓ Could Someone Else Navigate the Plan? — six readiness questions (Know, Locate, Access, Authorize, Communicate, Coordinate) that reveal whether your family could step in if they had to

✓ A four-stage readiness model — Reactive, Aware, Preparing, Proactive — plus Your Next Three Questions, an action worksheet to identify what matters most right now

This assessment is for homeowners, investors, and families across Coastal Southern California and the Portland Metro area ready to look at their real estate with clearer eyes.