1. Discovery & Ownership Assessment
We begin with a personal consultation to understand your resort, ownership type, vacation benefits, maintenance fees, and long-term goals. Together we identify the priorities and questions your plan should address.
2. Eligibility & Resort Policy Review
We review the ownership information you provide and applicable resort rules to identify potential rental permissions, transfer restrictions, and practical limitations. This helps establish realistic expectations.
3. Personalized Written Roadmap
We organize recommended next steps into a written plan covering important documents, anticipated expenses, family considerations, and possible opportunities for further review.
4. Professional & Family Coordination
When needed, we help organize information and communication with family members, resort representatives, or qualified independent professionals. Legal, tax, and estate-planning advice must come from the appropriate professionals.
5. Rental Opportunities & Budget Planning
We explore permitted options for unused vacation time and help calculate owner-controlled maintenance-fee savings targets. Rental income and coverage of ownership costs are not guaranteed.
6. Annual Review & Ongoing Support
For clients with ongoing service plans, we revisit fees, ownership goals, family circumstances, and rental eligibility, then help update the roadmap as circumstances change.