WHEN YOU'RE READY TO TALK TO THE PROFESSIONALS

Walk in with the right

questions already written down.

Most people leave professional meetings wishing they'd asked something differently. This guide gives you a starting list — for your CPA, your attorney, your financial advisor, and your real estate professional — so you get more out of every conversation.

Covers four professionals — CPA, attorney, financial advisor, real estate
Each question is a conversation starter, not a legal or tax answer
Helps you understand whose lane is whose
Space to write down what they say and what to follow up on
Designed to be brought to the meeting, not just read at home

Free. Bring it to your next meeting.

FREE DOWNLOAD

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A NOTE FROM JIM

For fifteen years I've been sitting at Idaho kitchen tables with people asking a question that isn't really about real estate.

BEFORE YOU FILL OUT THE FORM

A quick word from Jim

About 60 seconds · No pitch, no pressure

James Reidenbaugh · RightSize Idaho · Treasure Valley, Idaho

WHAT'S IN THE GUIDE

The right question gets you the right answer.

Four sections — one for each professional on your team.

Your CPA or tax professional

What to ask about the tax side of selling, equity, and what your CPA needs from you.

Your attorney

Questions about wills, powers of attorney, and how your home fits into your estate plan.

Your real estate professional

What to ask before you list, before you look, and before you sign anything.

ABOUT THE AUTHOR

James (Jim) Reidenbaugh

I've been a licensed real estate agent in Idaho for over 16 years. A large part of my work is sitting with long-time homeowners who are quietly wondering whether their house still fits. I created these resources because most people need a calm first step - not a sales pitch.

Licensed Idaho Real Estate Agent · Reidenbaugh & Associates at Realty ONE Group Professionals

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