$200 | 45 minutes | Includes your custom Transition Plan

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Your situation

You or someone in your family is thinking about a move tied to a life change: downsizing, moving closer to family, transitioning to a care setting, or figuring out what to do with a family home. These decisions involve more than the market. They deserve more than a quick call with someone who benefits from a transaction happening. You want a clear picture of the options and space to make the decision that’s right for your family.

Your session

We’ll cover:

• Your current property and what it’s likely worth right now
• The full range of options: sell, rent, hold, or gift
• How timing affects both the financial and the personal side of the decision
• What Southern Oregon’s market looks like for downsizing and senior-specific housing
• How to coordinate the real estate piece with everything else that’s happening

I approach these sessions with care. I know the stakes are high and that the right answer is not always the one that generates a transaction.

This session draws on my SRES (Seniors Real Estate Specialist) credentials.

Your report

Your Transition Plan

You get a detailed written report on your options, the financial picture for each path, and a suggested way forward, specific to your property, your family situation, and your timeline.

Inside your report:

• Current property value estimate and market context
• Options breakdown with financial comparison
• Timeline considerations based on your situation
• Resources and next steps specific to Southern Oregon

Your result

• You’ll have a clear picture of your options without having to piece it together on your own
• You’ll understand the financial side of each path before any decisions are made
• You’ll be able to have an informed conversation with family members, attorneys, or financial advisors

Your investment

The decisions made during a senior housing transition often involve a family’s largest asset. Getting clear, neutral guidance early, before a rushed or emotionally driven decision is made, protects that asset and reduces stress for everyone involved. At $200, this is the kind of advice that’s hard to find. My fee is the same either way.