Understand Your Finances
This part of your planning process is a critical piece of the puzzle. Many people fail to understand or appreciate this fully....Read More
Build Your Team
The best analogy that we can give you for this is to think of your doctor. When you have a need you go to the doctor The doctor ...Read More
Tips For
Downsizing Smartly
When downsizing, there is no “one solution that works for all”. Everyone is different in what they want. Everyone sees life through a different lens. We all have our likes and dislikes. You cannot paint a solution for all with one brush. Making correct and wise decisions is easy if you have a path to follow.
- When to start your planning process
- What to do and what not to do to avoid costly mistakes.
- Who to add to your team to make your decisions
- What to look for in your experts.
- Where to get more relevant information.
15
Years Of Experience
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EXPERT ADVICE FROM PROFESSIONALS
Our Associate Services
REAL ESTATE
A Realtor who knows the ins and outs of downsizing for the 50+ folks will play a critical part in your journey. Make sure you deal with a Realtor trained for this topic.
LEGAL ADVICE
The decisions you make as you downsize will impact you and your loved ones. How do you best serve them? Get advice from a Lawyer who is qualified on such legal matters.
FINANCIAL ADVICE
What you can or can't afford is good to know before you start that journey. We recommend getting advice from a good Financial Advisor. One who can paint a clear picture for you.
LOCAL DOWNSIZERS
Decisions are made and you’re ready to move. See how a Local Downsizer can help with the process. Their job is to remove make your move stress-free.
RETIREMENT LIVING
So many options out there. How do you figure out what is the right one for you? We can help you through the process, so you make the right choices for your Retirement Living.
RESOURCES FOR SENIORS
Check our Resources page on a regular basis. We aim to keep this page updated with relevant and current information. We hope you find this information useful.
Our Associates
REVERSE MORTGAGES
Check Your Financing Options
LEGAL
Need Legal Advice?
DOWNSIZERS
Take The Stress Out Of Moving
SENIORS’ RESOURCES
Your Source For InformationHow our Process Works?
- Initial meeting to discuss your requirements.
- Understand your status.
- Are you helping your parents or looking for yourself?
- Recommend the experts to talk to.
- Put together an initial plan.
- Set the plan into motion.
- Follow up on your progress.
- Help where required.
- Repeat the last 2 steps until you are ready for the next step
