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The Downsizing Roadmap is a property consultation with particular attention to the logistics of moving to a new home, whether it be a smaller retirement household, senior living community, or assisted living facility.  Clients often report that the small decisions about personal property can be the most difficult and stressful aspect of this process. The Downsizing Roadmap is designed to smooth that transition for everyone involved. The goal of the consultation is to develop a confident plan of action for what to keep, what to gift, what to sell and what to donate based on the property’s sentimental, practical and monetary value. No specific appraisal values are rendered.

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