Before you can decide if downsizing makes sense, you need a clear picture of where you stand today—without spreadsheets or a full appraisal.

The Downsizing Snapshot is a one‑page worksheet that helps you organize the basics of your situation so you can see, at a glance, what your current home might unlock for your next chapter.

What the snapshot covers:
– A rough estimate of your home’s value and what you still owe (if anything)
– What you’re currently paying each month (mortgage, taxes, insurance, HOA)
– What you’d like your next monthly housing number to feel like
– Notes on must‑have features, location priorities, and any health/mobility needs
– Space for initial questions about taxes (Prop 19), financing, or HECM for purchase

You can complete it on your own, discuss it with family, or use it as the starting point for a conversation with me. The goal isn’t perfection—it’s getting your situation onto a single page so decisions feel less overwhelming.