THE PROCESS
No unexplained steps and no pressure—just a thoughtfully defined assignment, careful analysis, and direct communication from Connie.
Begin a Confidential ConversationPURPOSE BEFORE PAPERWORK
An estate, divorce, private sale, tax matter, pre-listing decision, or historical value question may involve the same property but a different assignment. The right effective date, intended use, and reporting needs are established before the analysis starts.
That early clarity helps avoid delays, unnecessary work, and a report that answers the wrong question.
WHAT WORKING TOGETHER LOOKS LIKE
The path is tailored to the assignment, but the standard stays the same: listen carefully, verify what matters, and explain the result.
THE CONVERSATION
Connie begins by listening. You will discuss the property, why the appraisal is needed, who will rely on it, the value date if known, and any timing or access concerns. If an attorney, accountant, trustee, or other advisor should help define the assignment, that is identified before work begins.
THE ASSIGNMENT
The intended use, intended users, effective date, property interest, inspection needs, research requirements, reporting format, fee, and anticipated timing are confirmed. This keeps the appraisal focused on the question it is actually meant to answer.
THE PROPERTY
Depending on the assignment, Connie observes the property, confirms relevant characteristics, reviews available records, and asks about renovations, repairs, storm history, condition, or features that may not be obvious. Historical assignments may also require photographs or documents describing the property as of an earlier date.
THE ANALYSIS
Relevant sales, listings, market conditions, location influences, site characteristics, improvements, and buyer behavior are researched and analyzed. Comparable properties are considered as complete assets—not reduced to a single price-per-square-foot calculation or an automatic adjustment list.
THE REPORT
The completed report identifies the assignment, explains the evidence and reasoning, discloses important assumptions or limitations, and presents the value conclusion for the stated purpose and effective date. Connie remains available to address reasonable questions about the report and correct verified factual errors.
HELPFUL BEFORE WE BEGIN
You do not need to assemble every record before calling. Start with what you know, and Connie will explain what is relevant to your particular assignment.
INDEPENDENT BY DESIGN
The appraiser’s responsibility is to develop an independent opinion from credible property information and relevant market evidence. A target number, preferred outcome, or contingent fee cannot determine the result.
NOT SURE WHAT TYPE OF APPRAISAL YOU NEED?
Share the property and the decision you are facing. Connie will help identify the most appropriate next step and explain what the assignment is likely to require.