Downsizing Starter Guide

Downsizing Confidently Your next chapter, your way
Downsizing Starter Guide
A simple framework to start thinking about one more move
Thinking about downsizing usually starts with a feeling, not a spreadsheet: too many rooms, too many stairs, too much upkeep—or simply wanting more freedom and different house.
This Downsizing Starter Guide is a calm, no‑pressure way to start organizing those thoughts into a real plan. It doesn’t assume you’re ready to list your home tomorrow; it simply helps you see what matters most for your next chapter.
What’s inside:
– Questions about lifestyle, health, and daily routines (not just square footage)
– Prompts about money: equity, taxes, and what you’d like your next payment to feel like
– Space to list your “must‑have,” “nice‑to‑have,” and “never again” features
– A short outline of paths: stay and modify, sell and buy, or sell and wait
You can fill it out on your own, share it with family, or use it as the basis for a conversation with me. The goal is clarity, not pressure.


