A successful move starts long before the house goes on the market or you begin touring homes. It starts with understanding what you are trying to accomplish and building the move around that.
Moves later in life are rarely like they were when you were younger. You don’t roll with the punches as well as you used to and it can be stressful. Right now, you are probably feeling completely overwhelmed by the process, the packing, the house shopping, the financing, and your kids telling you what you need to do.
You may be selling before you buy, buying before you sell, selling and buying simultaneously, moving across the country, downsizing, combining households, or trying to coordinate your move around retirement, family, finances or the sale of a longtime home. Sometimes you know exactly where you’re going. Other times, you know what you want your life to look like, but you haven’t figured out where that life should be yet. Moves in this stage of life tend to be emotionally driven and that is why personalized planning matters.
We start by working with you to look at the move as a whole. Let’s talk about what needs to happen. Then we can decide what needs to happen first. We can figure out what decisions can wait. We will help to guide you on things that can create a problem later if we don’t address it now. Most importantly, we want to get to the heart of what matters to you. Once we know your motivations, we will break down the steps into manageable pieces, so you can accomplish goals one at a time and have a complete understanding of the process.
Your plan may include preparing and selling your current home while searching for the next one. It may mean figuring out how to coordinate two closings in different states. You may need time to sort through decades of belongings before you’re ready to list. You may want to explore several different communities before deciding whether you even want to move.
The right plan should also leave room for choices. There is rarely only one way to accomplish a move. Sometimes changing the timing, exploring a different housing option or bringing in the right professional can completely change what is possible.
We help identify the questions that need answers and the professionals who should answer them. When appropriate, that may mean bringing in a lender, reverse mortgage professional, financial or estate professional, organizer, mover, contractor, estate-sale professional or senior move manager. You shouldn’t have to become an expert in every part of the process just because you’re the person making the move.
Personalized planning also means planning around you rather than expecting you to adapt to someone else’s system. Some people want to move quickly. Others need six months or a year to get comfortable with the idea. Some families want to be involved in nearly every decision. Others need clear boundaries about who is responsible for what.
There is no prize for doing this the hardest way possible.
Our goal is to take something that can feel enormous and make it understandable and break it down into manageable steps. Instead of looking at everything that has to happen at once, we help you understand what needs to happen next. Because a good plan should do more than get you from one house to another. It should give you clarity, reduce unnecessary stress and help you feel like you’re in control of your move instead of your move being in control of you.
If you are ready to start a conversation, you can reach us here: contact us
