April 25, 2024

Using Your Bay Area Home as Part of your Financial Plan

Seems like EVERYONE wants to offer you a home value report right?

When you get online everyone and their mother wants to give you a valuation on your home?  Boring right?

Are you looking for an ACCURATE home value report for your Bay Area home that you can count on and refer back to on a regular basis?

“Jason, Thank you so much for providing us with this system! We haven’t seen anything quite like it before.  We appreciate that we can refer back to it on a regular basis and use it as a regular planning tool.  We will be sharing it with all of our friends!  Thank you” – Barry Romano

Something that goes a bit deeper than just a simple estimate of your home?

You probably realized that you can find this data all over the web, but that most of it is sometimes way off, or almost worthless right?

Sites like Zillow are notorious for being misleading when it comes to your home value.

The real truth is that the BEST way to get an accurate price for your home is to have a comparative market analysis (CMA) done for you by a seasoned Realtor and sit down and talk about it.

Problem is… not everyone wants to sit and talk with an agent right?

So what is the “next best thing” when you’d rather not ask for a CMA or set up a meeting with an agent?

We have the solution.

But first…

Did you know that by the time the Average American reaches 65 years of age almost 83% of their net worth is tied up in their home equity?

This system that I want to demonstrate for you and offer to you for free, is a financial tool that will help you manage the biggest asset that you own

You will be receiving a free monthly email called the “Homebot Digest” and you can refer back to it and update it whenever you like.

This tool that we want to give access to, offers homeowners a highly personalized financial report containing valuable information to empower you to make smarter financial decisions when it comes to your home.

It kind of serves as a constant home financial plan and rather than let you know what’s happening in the general Bay Area Real Estate market it will show you specific numbers for YOUR home and YOUR finances.

Watch this quick video overview to see how the home value reports work

GET YOUR CUSTOM HOMEBOT REPORT CARD HERE

What will We track for you? Take a look below…

1. Current and historical estimated market value of your home

First we’ll show you estimated appreciation since you purchased your home and your possible Net worth/equity in your home

4. A breakdown of principal and interest paid

5. Tips for how to save on interest payments

You may not want to look at how much interest you’ve been paying to the bank over time on your mortgage… it may make you a little sick.

Rest assured is there is an option to LOWER how much you are paying to the bank we will show you all of the best options to take a close look at.

6. Your purchasing power to buy an investment property or trade up to a new home

In this section we will show you what it might look like if you buy your dream home, or buy and investment property.  We can help show you how much home you could afford and how to access your current equity for the new purchase.

7. Estimated rental figures for your home (or a room in your home) on services like Airbnb or VRBO

Want to rent your home out on AirB&B or just take a look at what your profits might be?  We will show you what your home might rent for and how you can create a monthly cash flow.

8. Your current cash-out potential for doing things like consolidating high-interest debt or increasing your home value through home improvement

There are tons of options to utilize your home equity…

Some are smart and others maybe not so much.  We will show you several ideas to put your equity for work for rather than remaining dormant in your home.

If you think the value of your home is incorrect, you can challenge the value to improve the future accuracy.

I hope you find this information valuable; however, if you are not interested in receiving this report, please let me know and I will cancel your subscription. (we know you won’t want to though)

You should receive your first report in the coming right away.

Please feel free to call or email me at any time and I hope you enjoy!

We are offering to set this up for homeowners in Pleasant Hill, Concord, Walnut Creek, Lafayette and Martinez for FREE for just a limited time.

Grab yours before all of the spots are taken.

Set up your own home plan digest here. Its free!

You’re going to love all of the customized information we will provide you in this custom home value financial digest report tailored just for you.

Enjoy.

Jason Wheeler | 925-285-2172

About Jason Wheeler - Real Estate & Lending

Thank you for visiting my website! I'm Jason Wheeler and I've been a top producing Bay Area consultant in real estate and finance since 2003. People are hands down my #1 passion. I believe relationships are the most important thing in the world. In the realm of real estate and financing however, things can be convoluted, frustrating and down right upsetting in a lot of cases. I work HARD to always make people first, and strive to not only help them with their Real Estate and financial goals but to pull back the curtains and EDUCATE people on the processes, what they can do, what they can’t do and how to make the pieces fit in any given situation.

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