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What to Do When Moving

Rob Chrisman - Opes Advisors


One of the reasons our clients love Opes Advisors is that, for us, the relationship doesn’t end when your loan closes. We are fully invested in our client’s future as well. So, you’ve purchased your new home and now all that’s left to do is move in. Don’t forget these important steps you should take when moving.


Security is first and foremost. Replace your locks. There is no way to know how many people possess the key to your house. Immediately set up all your utility accounts and coordinate appliance and furniture delivery in advance. These tasks will ensure your house is livable upon your arrival. The Opes Advisor will remind their client to work with the previous owner of the house and locate the main circuit breaker, water valve and other key features. Also, be sure to test the smoke and carbon monoxide detectors.


Change your mailing address. Make sure that your mail is being routed to the correct place. You don’t want bills and other important documents arriving at your old address. Whether you handle it before or after moving, finding a reputable school is key to ensuring your child receives the best possible education.


Find local health care providers before you need them. Don’t wait until you’re sick or overdue for a check-up. Getting set up with a local dentist, primary care physician, and other specialty medical practitioners will save you time down the road.


Reach out to the local HOA in your new community to learn their meeting schedule, along with any rules or regulations that you should be aware of. Opes clients have told us that most HOAs are a great resource for finding information on local restaurants, night life, social gatherings, gym memberships, and more.


Visit your local fire station to obtain window stickers. Place them on your children’s bedroom windows and on windows where pets sleep. Don’t forget to keep at least one fire extinguisher on each floor of your home. And keep the phone number of your Opes Advisor handy if you have more questions!


While Opes Advisors, a division of Flagstar Bank, Member FDIC, uses all reasonable efforts to ensure that this information is current, accurate and complete on the date of publication, no representations or warranties are made (express or implied) as to the reliability, accuracy or completeness of such information. Opes Advisors, a division of Flagstar Bank, Member FDIC, therefore, cannot be held liable for any loss arising or indirectly from the use of, or any action taken in reliance on, any information appearing in this.