Downsizing

A clear plan for moving to a home that fits the way you live now, from preparing your current home to timing both moves.

Talk through your plan What is my home worth?

How I help

Downsizing, with a clear plan

Downsizing is rarely just a real estate decision. It touches your finances, your family, years of belongings and the question of what comes next.

We start with your goals and timeline, then work through preparing your current home, pricing it, choosing where to go next and coordinating the timing of both moves, so you can make each decision once and in the right order.

What's included

A written plan and timeline for both moves
A price range based on recent nearby sales
Guidance on which preparation is worth doing
Help finding movers, organizers and other local services if you need them

How it works

Step by step

Clarify the goal
What size and type of home, where, and on what timeline. We also look at what your current home is likely worth so the numbers are clear from the start.
Plan the order
Sell first, buy first or line them up together. We weigh the tradeoffs and tools such as contingent offers, rent-backs and flexible closing dates.
Prepare the home
Decide what to keep, sell, donate or pass on, which repairs are worth making, and when to bring in movers, organizers or estate-sale help.
Sell with a clear strategy
Pricing grounded in recent nearby sales, thoughtful presentation and steady communication through offers and escrow.
Settle into what's next
Coordinate closing dates and move day so the transition to your new home is as smooth as possible.

Questions

Common questions

Should I sell first or buy first?

It depends on your finances and how much flexibility you need. Selling first gives certainty about your budget; buying first avoids a temporary move. Contingent offers, rent-backs and flexible closing dates can help bridge the gap. We'll compare the options for your situation.

How long does downsizing take?

It varies with how much preparation the home needs and how quickly you want to move. Many people start planning well before listing so decisions don't feel rushed.

Are there tax considerations?

There can be, for example around capital gains or property tax rules. I'm not a tax advisor, so please talk with your CPA or tax professional before you decide.

Downsizing