Care about where you live.
Buying a home is one chapter. Cleo is the companion I built for all of them — a calm place to prepare, buy, own, care for, and one day pass down the home your story happens in. It’s real, it’s here, and families are already in it.
Cleo comes through your advisor, so every family starts with an invite — your own, or one you pass along to someone else. Ask and I’ll set your household up myself.
My Homeownership Game Plan
- Dreaming
- Preparing
- Mortgage Ready
- SearchingYou are here
- Closing
- Legacy
CareLoveEstablishOwn
Cleo starts where you actually are.
A family eighteen months out doesn't need the same tools as a family under contract, and neither of them needs what a homeowner of nine years needs. Cleo shows you your chapter — not everybody else's.
You're a while out.
Maybe a year, maybe more, maybe you're renting and just wondering. Cleo keeps the vision in front of you and turns someday into a few small habits. No deadlines.
You're actively looking.
Readiness, payment math, your shortlist, tour days, and the offer-to-closing checklist — with me on both the real estate and the mortgage side of it.
You've got the keys.
This is where most tools quit. Cleo keeps going — upkeep, documents, equity, your neighborhood, the memories, and eventually the legacy.
Everything about your home, in one calm place.
Most tools hand you a real estate app, a mortgage app, and a folder of paperwork. Cleo is one companion for all of it — the practical and the meaningful, side by side.
Your game plan, always current
One roadmap from dreaming to legacy — your stage, your readiness in plain language, and the next actionable items. Never the whole process dumped on you at once.
Ask Cleo, any hour
The question that hits you at 11pm doesn't have to wait until morning. Ask it in the app, get a straight answer — and I see it too, so nothing falls through.
A vault that files itself
Closing papers, insurance, warranties, manuals — scan them and Cleo reads the details and puts them where they belong. Future you won't have to dig.
Upkeep that runs itself
Reminders built around your actual home — the HVAC, the water heater, the sprinklers, the pool — plus appliances, projects, and vendors we trust. Small things stay small.
Money Radar
Cleo watches your equity, your payment, and the market — and flags it when PMI could come off or a refinance would actually save you something. Then we look at the numbers together.
The story, not just the asset
A memory timeline for the birthdays and the growth marks on the door frame, and a legacy vault for the letters, traditions, and wishes meant for the next generation.
And the quieter things you’ll be glad are there.
- Your home's value refreshed from market data every two weeks — plus a real CMA from me when the number has to be right
- Neighborhood bulletin: what's changed within two miles of your door
- Tour days planned, driven, and recapped with you
- Your shortlist, with the real monthly number on every candidate
- Multiple properties — including rentals, with cash flow
- Monthly video updates from me, in your pocket
- Insurance, systems, and appliance records in one place
- The whole app in Spanish — one tap and it's todo en español
- Face ID on your documents
- A link to hand to anyone you'd want in it
Four moves, one companion.
There are eleven chapters inside Cleo, but you'll only ever work on the one in front of you. Here's the whole arc, in the four moves it really comes down to.
Prepare
We start with what home actually means to you, then get the numbers and the paperwork calm and ready — at your pace.
- Dreaming
- Preparing
- Mortgage Ready
Buy
We find it with intention, write smart, and cross the finish line with no surprises waiting at the table.
- Searching
- Offer & Contract
- Closing
Own
You settle in, and we keep it cared for — the documents, the upkeep, and the moments worth holding on to.
- Move-In
- Stewardship
- Memory Preservation
Pass it on
Equity, timing, and the story — set up so the home and everything it means can move forward to the next generation.
- Wealth Building
- Legacy
Software keeps it organized. A person makes it make sense.
Cleo isn't a download-and-good-luck app. Every family in it is paired with an advisor, and right now that advisor is me — dual-licensed on the real estate side and the mortgage side, so nobody hands you off in the middle of your own decision.
That's all the invite really is — a person on the other end of it, not a velvet rope. I read your intake, build your roadmap with you, sit down with you once a year to see if the plan still fits, and put a real CMA together whenever the automatic estimate isn't good enough for the decision in front of you.
So share it with whoever you want. If your sister, your coworker, or the family down the street should be in Cleo, send them here or send me their name — no waiting list, no limit, and nothing for either of us to earn on it. I'd just rather they hear about it from you than from an ad.
What your advisor does
- Reviews your intake and readiness with you
- Builds your roadmap and keeps the next steps honest
- Prepares a real CMA when you need a number better than the estimate
- Sits down with you for an annual review, every year you're in the home
The guidance shouldn't stop at the closing table.
After years of getting families to the finish line, I kept noticing the same thing: the help disappears right when real homeownership begins. The documents, the maintenance, the equity decisions, the memories — families are left to figure it out alone.
Cleo is my answer. It's the same game plan I build with every client, extended for the whole life of the home. Because I've got you — and I'm not going anywhere.
Let's get you in.
Add your name and I'll personally reach out. No spam, no pressure, and no obligation to buy anything or move on any timeline.
- A real conversation first — where you are, what you're hoping for. No pitch.
- Your household set up in Cleo by me, with your game plan already in it
- Your readiness snapshot and the next actionable items — nothing more to figure out today
Passing this along to someone else? Put their name in, or yours with a note about them — either one works, and I’ll take good care of them.
Cleo works on your phone and in any browser — the iPhone app is live today, and Android is on the way. Everything in it is yours: you can view, edit, or delete it whenever you want.
Prefer to talk? 214-908-5914You don't have to be ready to buy to be in Cleo.
Whether that's today, next spring, or a few years out, the game plan starts the same way — with where you actually are. Put your name in and we'll take it one step at a time.