MOVING: A. PRELIMINARY STEPS to TAKE
1. Financial
i. Find financial advisor
ii. Gather all dinancial documents
iii. Estimate other monthly
expenses
iv. Determine acceptable maximum
mortgage monthly payment
v. Determine optimal down payment
vi. Calculate length of loan
monthly-payment vs total cost tradeoff
vii. Decide on maximum of price
range for house
2. Loan
i. determine credit rating
ii. gather possible institutions
iii. compare rates, costs, and
conditions
iv. select one
3. Insurance
i. try to avoid mortgage insurance
ii. check State Farm for synergy
savings
iii. list of special possessions
a. books (need detailed list with prices for specials)
b. lighting equipment
c. computers
d. cameras
e. stereo
f. furniture
4. Other
i. find home inspector
ii. find real estate agent
iii. look into house buyer advocate
iv. consider a lawyer
v. design box labels (and print
out)
vi. order boxes
vii. purchase tubs