Phase II: The Move Process 

The Move Execution Phase is the ‘doing’ portion of your move. After going through the Discovery Phase and making good decisions about planning your move, you'll need to put everything into action. This phase walks you through the move process, which includes things like cancelling your lease, selling or buying a home, working with moving van companies and more.

Get Yourself Organized

You’ve sat down with your family to discuss the move, and you’ve diligently researched the impact it will have on your finances and the people around you. Now your decision to move is final…so what’s next? This section is designed to get you organized before the physical steps of your move.     Organized»

Home Finding

We place Home Finding at the forefront of the move process because it's critical to first know where you are going to move to. When looking for a new place to live, you'll need a well thought out and organized approach to avoid some common mistakes commonly made by others. Our ‘bulls eye’ approach will simplify the process, starting your search at the outer ring of the target and slowly works into the center bull’s eye, or home.     Home Finding»

Leaving Your Home

You may need to exit your rental before your lease term is due. This could be an expensive situation depending on several factors, including what state you live in and the terms of your lease. Be proactive and review your lease as soon as you know you are moving.     Lease Exit»

Selling a home that you own takes plenty of advanced planning. To maximize your selling price you will need to apply a few techniques and use the assistance of a reputable real estate agent.     Home Sale»

The Household Goods Move

Transporting your household goods from one location to another can be a daunting and expensive task. Most people hire professional moving crews, but many grapple with the prospect of moving themselves. There is a lot for you to learn about navigating the moving industry.    Goods Move»

Acquiring Your New Home

Whether you find a rental home on your own or with the help of a real estate agent, you'll need to plan ahead when negotiating pricing and lease terms.     New Lease»

Buying a home is more than just finding the right location. Taking advantage of economic conditions and knowing how to negotiate is key to making an effective purchase.     Home Purchase»

Your Final Move Trip 

When everything is done you'll need to bring the rest of the family to their new home. This is one of the few processes that may be tax deductible to you.     Final Trip»

Trailing Spouse AssistanceTrailing Spouse Assistance

Your spouse is following you on this important move, but what's on the other end for him or her? Finding a job or going back to school might be what's needed.


Taxes: Personal vs RelocationTaxes for Personal Moves and Relocation

You can deduct moving expenses on your income taxes as long as you move as part of a job change, regardless of whether a company is paying for it.


Moving Company MysteriesMoving Companies and Van Line Practices

More than 40 million household moves take place every year, creating a growing need for legitimate moving companies. Most companies are above board, but you need to be aware.


Packing Your OwnPacking Your Own Household Goods

You can save a lot of money by buying your own boxes and packing yourself, but are you creating more expense by not being properly insured?