FREE GUIDE

Get the 9 proven steps we used to help Eli and Twee, Drew and Sarah, John & Megan—and hundreds of Bay Area families like yours—move up smart.

DOWNLOAD THE FOREVER HOME PLAYBOOK

The Ultimate Step-by-Step Guide to Move Up from a Bay Area Starter Home to Your Forever Home — Without Stress, Delay, or Regrets

Important: This system works even if you think your next down payment is “trapped” in your current house.

INSIDE THE FOREVER HOME PLAYBOOK, YOU'LL LEARN HOW TO:

Strategically unlock the equity in your current home — without feeling stuck, rushed, or financially stretched
Avoid the top 3 mistakes that keep Bay Area families circling their next move for years
Create a forever home plan that fits your life, your family, and your finances
Decide with confidence when to sell, when to buy, and how to avoid moving twice
Leverage your current assets to create the next chapter of your family’s life — with less stress and more ease

Meet Your Guides

We’re Dave, Kris, and Mareijke — a team of local experts and real estate strategists who’ve not only helped hundreds of Bay Area families move up into their Forever Homes… we’ve done it ourselves (with four kids in tow!).

And we’re also CPAs, so we know how to help you make smart, savvy, numbers-backed decisions without compromising on what matters most: space, schools, commute, and community.This guide is not fluff. It’s packed with tools, stories, and step-by-step guidance based on our personal and professional experience in the Bay Area market.

GET INSTANT ACCESS TO THE GUIDE

Download the Forever Home Playbook and get clear on your path to your family’s Forever Home — this year.

BONUS: You’ll Also Receive…

A 3-part video series on the Top Mistakes Bay Area Move-Up Buyers Make
An invitation to book a free, personalized Move-Up Strategy Session with the MAX Agents Team