What is working now?
Identify the parts of your current home, location and lifestyle that a future plan should protect.
Deciding whether to move
Downsizing Decision and Planning Guide
You do not have to be ready to list—or certain that you will move—to start getting clearer.
What it helps you decide
Start with fit—not the market.
What is becoming less suitable?
Look at maintenance, stairs, layout, unused space, repairs, costs, transportation and future needs.
What would a better fit provide?
Define the community, home features, flexibility, privacy, accessibility, pet needs and monthly-cost questions that matter most.
Which paths deserve consideration?
Compare remaining, adapting, buying smaller, choosing strata, renting, moving closer to family or planning a later move.
What information is missing?
Record the real estate, financing, legal, tax, property or support questions that should be answered before setting a timeline.
What are the next three steps?
Choose one question, one manageable home or belongings task, and one person or professional to speak with.
A useful conversation companion
Bring the questions—not finished answers.
The guide is designed to reveal what needs attention. Rob can help with the real estate questions and identify when another qualified professional should be involved.
Completed worksheets may contain personal information. Keep your copy private and ask Rob about a suitable way to share it.