Conduct a Needs Analysis

We know the home buying experience can be fraught with mystery. Our experienced agents will leverage expertise, local market knowledge, and key industry partnerships to ease you through the process of finding your dream home. We’ve been down this road before, so we’ll first ask the necessary questions and gather the important data we need to kick off journey to home ownership. Let’s get started!


Get Your Finances in Order

At this stage, our job is to maneuver all the financial pieces to ensure you’re on strong financial footing when that dream home becomes available. Our recommended network of lenders and financial experts will help tighten up your credit, determine exactly how much you can afford for both a home and a down payment, and make sure you’re formally pre-approved for a loan, all with the goal of solidifying your position as a serious market contender.


Shop for A Home

Now for the fun part! We’ll help you draw up a “wish list” of everything you’re looking for in not just your new home, but your new community as well. We’ll match your must-haves with your budget and then draw on our local expertise and network of industry colleagues to help you find a place that’s everything you wished for. Shopping for a home is exciting, so just have fun with it!


Make an Offer and Negotiate

You’ve found “the one” and you’re ready to make an offer! We’ll help you formulate a fair, data-driven purchase offer based on in-depth market analysis, and draw up the purchase agreements. Then, we’ll leverage smart negotiating skills to guide you through contingencies and ensure you don’t spend any more than you need to. And, should things not work out with one offer, we’ll be ready with a game plan for the next.


Conduct a Property Inspection

Once your offer is selected, you can elect to inspect the property. If you do this, we’ll send an independent licensed inspector to fully check a home’s condition. Because it detects issues that aren’t apparent on a walk-through, a home inspection is a powerful negotiating tool and the best insurance you can ever get on a property. If issues arise, we’ll work with you to develop strategies on how best to proceed. You’re getting close, and you don’t want to set yourself up for a houseful of headaches.


Get Final Financing Approval

This part can get complicated, but we know from experience how to keep the crucial final stages of loan approval from becoming overwhelming. We’ll regularly monitor the progress of your transaction and keep you fully aware of unexpected funds that might be expected from you. We’ll also work with your lender to make sure all the necessary paperwork is complete as we move closer to a smooth closing.


Congratulate Yourself on Your New Home!

Making it through escrow can seem like a mountain of details but the view from the top is worth it. Expect to sign a ton of paperwork before you get there, and we’ll hold your hand through every step of the process. A few days before closing, we’ll conduct a final walk-through, and then, once both parties sign closing statements, the keys are yours and we’ll celebrate your new home and your new life!

I first met Chuck when my family moved here to San Carlos back in 2005. It was at an open house and he was present at the listing of all the real estate agents I met over the last several weeks, he was the most professional and respectful Realtor®️ that I met. I felt immediate trust because even though I was new he made me feel connected to the community. What I like most about Chuck is his ability to no...

— Buyer

After our family moved to San Carlos, we came across Chuck's White Oaks blog. It's a great resource and when it came time to sell our White Oaks house, we contacted Chuck. Our first meeting went so well that we did not bother interviewing any other real estate agents to sell our home. Chuck is very personable, friendly, and knowledgeable. His knowledge of San Carlos and the White Oaks area is unmatched. ...

— Rudy K.

Chuck helped us find our first home. He is very knowledgeable, diligent, patient, and professional. We were relocated from Seattle and found him to help us to find a house in the bay area according to the good yelp reviews. Chuck did not disappoint us. First, he did a good briefing to let us know about the housing market and the procedure. We then did the house hunting for almost half a year, and he help...

— Buyer

We chose Chuck as our real estate agent based on his website and a face-to-face meeting (we did not have a personal referral). He helped to make our first-time home-buying process as smooth as possible. For us, he was the perfect agent. He was well-informed, reliable, available, on-the-ball, friendly, pleasant, and an all-around great guy. Chuck is not the pushy salesman type but provides advice when ask...

— Alisha D.

I don't think you could possibly ask for more in a Realtor®️ than you'll get from Chuck. He made himself available 24/7 and was instrumental in every aspect of the process. As a first-time homebuyer, he made an otherwise intimidating market seem approachable by being honest and giving down-to-earth advice on how to handle situations. Never once did I feel pressure to do anything - he always presented the...

— Mark L.

As first-time home buyers, Chuck made the entire buying process as easy as possible. From driving us around to view dozens of properties, to helping us envision the house we were looking for, to facilitating after-hours negotiations to secure the best possible price, Chuck made it all happen efficiently with no hassles. He displayed great patience with us and openly shared his vast knowledge of the local...

— Buyer

Work With Us

We are proud to have helped so many in their journey here, and we value the trust our client's place in our relationships. Come join us to start your home journey!