Book an Owner Planning Session

A focused 45-minute working session with CoHaven's founder. We'll cover your goals, your financial position, and whether co-ownership is the right fit for you. No charge. No obligation beyond the conversation.

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What to expect

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45
Minutes — a real working conversation

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Free
No cost, no obligation

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Zach
Personally leads every session

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What we cover in the session

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The Owner Planning Session is structured — not scripted. We move through five areas, in order, and follow the conversation where it goes.

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01. Your goals and timeline

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What you want from a Florida vacation property — how you'd use it, when you'd want to be there, and how soon you're looking to move.

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02. Your co-owner preferences

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What you're looking for in co-owners — usage patterns, communication style, how you handle decisions. This shapes how CoHaven builds your group.

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03. Property profile

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Location, size, property type, and price range. We align on what the group will be looking for before anyone starts searching.

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04. Your financial position

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A candid conversation about what you can deploy toward a co-ownership share — purchase, organizational fee, and ongoing costs. No judgment, no pressure. We need an honest picture to give you an honest answer.

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05. Fit assessment and next steps

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An honest answer to whether co-ownership through CoHaven is right for you at this point — and if it is, what happens next.

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This is not a sales call.

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The Owner Planning Session has a clear agenda because it needs to cover real ground. But there is no pitch at the end. No close. No pressure to commit.

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If co-ownership through CoHaven is the right fit, we'll both be able to see that clearly by the end of the session. If it's not — wrong timing, wrong financial position, wrong life stage — we'll tell you that honestly.

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The goal of the session is clarity. Yours and ours.

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How to come prepared

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You don't need to prepare extensively — the session is designed to work from wherever you are. But three things help:

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Think about how you will use your property. When would you actually use a Florida vacation property — peak summer, shoulder season, school breaks? Who will go with you when you visit? Usage preference is one of the first things we cover.

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Know your numbers. Have a rough sense of what you could deploy toward a real estate purchase — not a precise figure, but a ballpark. If you haven't done that math, [link: this resource | NEW TAB] is a good starting point.

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Bring your real questions. The ones you haven't been able to answer from reading. Those are exactly what the session is for.

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Choose your session time.

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Book a slot below. You'll receive a confirmation with a Zoom link and a brief pre-call survey to help us prepare.

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What happens after you book

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Confirmation: You'll receive a calendar confirmation immediately with your Zoom link.

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Pre-call survey: Shortly after booking, you'll receive a brief survey — five or six questions about your goals, timeline, and financial position. Takes about five minutes. This is what lets Zach come to the session already oriented to your situation rather than starting from scratch.

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The session: Zach joins at the scheduled time via Zoom. The session is recorded with your knowledge — transcripts help CoHaven track your goals accurately as the process moves forward.

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After the session: If co-ownership is a fit, Zach will outline the next steps. If it's not the right fit right now, you'll leave with a clear picture of why.

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Not sure if you're ready for this step?

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If you still have basic questions about how co-ownership works, a [link: Discovery Session | NEW TAB] is a better starting point — a free 15-minute call with no agenda, just your questions.

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The Owner Planning Session works best when you already have a general sense of what co-ownership is and whether it appeals to you.

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