Free planning resources

Your next move, on paper.

Choose the worksheet that fits your situation. Download it immediately, then ask for a personal plan if you want help.

Utah buyers planning a holiday move

Your home-before-Christmas checklist

Work backward from the day you need the keys. Organize financing, offer deadlines and moving plans before the holiday rush.

A two-page checklist to take to your lender, agent and title team. No email required.

Get the free worksheet

Utah homeowners coordinating a sale and purchase

Your sell-and-buy move worksheet

Compare selling first, buying first and coordinating closings. Map the cash, contingencies and possession dates before choosing a route.

A two-page worksheet to compare your move options and avoid a gap in your plan. No email required.

Get the free worksheet

Utah buyers planning ahead for spring

Your spring homebuying readiness checklist

Turn a vague spring goal into a document list, realistic cash plan and focused property search before you start touring.

A two-page readiness checklist with space for your lender questions and next steps. No email required.

Get the free worksheet

Also available: the free Utah FSBO guide and local county resources.