We recognize that not all clients need or intend to buy or sell immediately.

In fact, most clients prefer connecting with us early in the decision-making process (often 1 to 2 years or more) in order to better prepare for a future sale, purchase, or move.

Home sale preparation consultation


There are frequently multiple variables that factor into selling a home — especially when you have lived there for many years or even decades. Many of our clients who are moving into smaller residences or senior living apartments appreciate our guidance and/or assistance with the tasks associated with downsizing.

Whether you require just a few weeks to sort, organize, and prepare on your own, or you want to take your time without being pressured for a move date, our team works within your timeline and wishes. 

Save time, money, and hassle by knowing in advance what is important and what is not!

Our team can assist you in knowing what needs to be done to get you the most money in the least amount of time and with the least hassle once your home is ready for sale.


Purchase / lease preparation consultation 


In order to be positioned to negotiate the best terms for your new home home purchase, positioning is critical. Unless paying cash, such positioning requires arranging for financing in advance and having the necessary funds available for required closing costs.

Don’t miss out on the perfect house because you weren’t prepared!


We can assist with credit repair, mortgage loan application processes, and document preparation, ensuring that you are connected with qualified and reputable lenders matching your unique needs and goals.

Staying Put (a.k.a. Aging in Place) Preparation Consultation


Moving is not the answer for everyone. Some clients choose to adapt their current residences in order to avoid future relocation.

Whether you are a do-it-yourselfer or you want us to manage the project alongside you, our team of professionals can assist with making home modification recommendations and providing referrals to reputable local remodelers and contractors. 






Call today and schedule a personal meeting with one of our knowledgeable Downsizing Coaches!