1. Figuring out where to go next

Whether that means moving closer to family, a smaller place, or a community with more support, we start by talking through your priorities and goals. I'll give you the information you need to make a confident, informed decision, then help you build a plan to get there.

2. Deciding what to take with you

The real starting point isn't sorting through everything, it's identifying what you want with you in the next chapter. Once that's clear, we put together a plan for the rest, movers, estate sale help, and donation sites, and I help coordinate it.

3. Getting the home ready to sell

Talking with me before you're ready to sell can save you time, money and stress. I'll help you understand what's worth doing, if anything, before you sell. Whether it's minor repairs or major upgrades, I'll help you interview trusted contractors I've worked with to find the best fit for your project.

4. Understanding your options

Aging in place, moving in with a family member, moving to a smaller home, or moving to a senior living community are your options. We'll talk through what makes the most sense for you and how to make it happen.

5. Bringing in the right people

From movers and move managers to estate sale help and donation sites, I help interview and vet them alongside you, so you have what you need to choose the right fit.

6. Whether you're thinking about a move in 1, 3, or 5 years, it's never too early to talk.

Life doesn't always follow the original plan. Starting the conversation early gives you the information and time to prepare, so if something speeds up your timeline, you're making decisions with a plan already in mind, not under pressure.