$200 | 45 minutes | Includes follow-up email

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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, and 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

Jamie approaches these sessions with care. She knows the stakes are high and that the right answer is not always the one that generates a transaction.

This session draws on Jamie’s SRES (Seniors Real Estate Specialist) credentials.

Your report

Your Transition Plan

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, with someone who has no commission riding on the outcome, this is the kind of advice that is genuinely hard to find.