Lessons from a Client: Downsizing Done Right

Jane came to me four and a half years ago.  She had started to think it was time to move and she wanted some guidance and some help.  She had just turned 89.

This week’s video showcases some of the things that she did right in planning for her eventual move.  She thought she would be ready time and time again but it wasn’t until just last week, the final decision was made and her move was complete.

The benefits to planning in advance, to look at housing options, retirement residences and the entire process of downsizing and moving, were greater than any of her family members could have anticipated.  Our time together through the years ensured that when she was ready to move, it would be stress free, calm and organized.  And it was.

She is happy in her new residence.  Her family have heirlooms that mean the world to them and they have all been properly appraised.  What she and I did together are lessons I continue to teach at my downsizing seminars and public presentations.

Don’t wait for a crisis. Begin planning ahead.  Reach out to us.  We are here to help.  You do not have to do it alone.

WATCH THE VIDEO: https://www.youtube.com/watch?v=_qEqF6149OI

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