How We Work: Advisory Services

Schedule Conversation
Schedule Conversation 
What to Expect

We start by getting to know you in a way most agents skip entirely. Not just the specs, bedrooms, budget, neighborhood, but what you're actually drawn to. Your taste, how you live, what a space needs to feel like. The search only works if the brief is right, and the brief only gets right through real conversation. We ask the questions that most people don't think to ask themselves until they're three months into looking at the wrong things.

From there, we run a search that's active, not passive. Everything on the market gets looked at and filtered against what we know about you. What you see from us has already been assessed, for architectural quality, building health, pricing logic, and fit. We don't forward listings. We curate them.

Beyond the market, we source off-market. Through relationships built over years with agents, attorneys, developers, and building insiders, we find spaces before they're listed, sometimes before the seller has fully decided to sell. In a city where the best properties move before they're public, access to that layer is not a small thing.

❋ Dedicated guidance

This is a highly tailored advisory approach to finding your home. We take the time to understand how you think, what you respond to, and what you’re actually trying to achieve — then structure the entire process around that. From curation to negotiation to every detail in between, we are fully invested in your outcome, not just the transaction.

❋ Curation and access

We filter the market with a trained eye for what actually works, specifically for you. Beyond that, our network and resources give you access to everything available, plus pre-market and off-market opportunities that wouldn’t be obvious without the right perspective.

❋ Negotiation strategy

We gather intelligence on the seller's situation, structure your offer to be compelling on the dimensions that matter to them, and advise on when to push and when to hold. The goal is not just to win the deal, it's to win it right.

❋ Board package preparation

For co-op purchases, the package is where approvals are earned or quietly lost. We help structure and review yours with the board's perspective in mind, so it reads the way it needs to.

❋ Comparable sales and valuation

Before you make an offer on anything, you'll know exactly what it's worth and why, based on what has actually traded.

❋ Building financials and due diligence

Board behavior, reserve funds, pending assessments, underlying debt, physical condition. We review all of it so there are no surprises after contract.

❋ Contract through closing

We stay in it. Attorney coordination, lender communication, managing agent follow-up, timeline management. Nothing stalls because someone dropped a ball we were watching.

❋ Everything in between

Questions at night, second thoughts at the weekend, a space you found on Instagram that you want a read on. We're available throughout, because that's when the real thinking happens.

Close-up view of sunlight reflections creating patterns on shallow water, with ripples distorting the surface.
A woman practicing yoga outdoors on a black mat in front of a modern white building with steps and plants, performing a Warrior pose with one arm raised and the other hand resting on her thigh. 
Reconnect with your body and mind as you escape the noise of everyday life.
Modern house with outdoor lounge and swimming pool surrounded by desert plants and lavender bushes. 
Day One

Arrive & Meet

As everyone arrives, we take time to settle in, get comfortable, and begin connecting with those around us. The journey starts here.

Check-In

9:00 – 9:30am

Group Activity

11:00am

Lunch Break

12:30pm

Creative Workshop

2:00pm

Dinner

6:30pm

Woman practicing yoga in a lunge pose with one arm raised and the other hand on her knee, on a yoga mat in a room with neutral walls and a vase of pampas grass. 
Day Two

Set Intentions & Reflect

Together, we pause to consider our goals, hopes, and direction. This is about aligning with ourselves and with the journey ahead. This is a chance to reconnect with what brought you here—your questions, your hopes, your turning points—and consider how they’ve shifted or deepened.

Check-In

9:00 – 9:30am

Group Activity

11:00am

Lunch Break

12:30pm

Creative Workshop

2:00pm

Dinner

6:30pm

Modern house with a pool, surrounded by desert plants and trees, in a landscaped outdoor area. 
Day Three

Look Forward & Wrap Up

We explore the possibilities beyond this moment, making space for growth, action, and forward momentum. As we end our time together, we honor the experience, the growth, and the connections made along the way.

Check-In

9:00 – 9:30am

Group Activity

11:00am

Lunch Break

12:30pm

Creative Workshop

2:00pm

Dinner

6:30pm

  • "What I love most is the flexibility. I can go at my own pace, revisit lessons, and keep learning whenever it works for me."

    Former Customer

  • "Even as a total beginner, I never felt lost. The step-by-step structure and encouragement along the way made all the difference."

    Former Customer

  • "This has been such a worthwhile investment in myself."

    Former Customer

How It Works

  • Browse our upcoming events to find the one that feels right for you. We host events year-round in all different locations and climates.

  • Sign up and pay all required fees to reserve your spot. If plans change, you can cancel up to 14 days before the retreat start to receive a 50% refund.

  • After booking, we'll send you a Welcome Packet with everything you need to know—detailed schedules, packing list recommendations, add-ons to consider, and more.

  • We'd recommend booking your transportation to and from the event as soon as possible, to ensure you can arrive without any complications or delays.

  • Now all that's left to do is pack your bags and get excited for your new adventure.

Book Your Stay

Register
Register