Down Size to Your Forever Home

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Downsize With Ease to Your Forever Home

"Your home should be a reflection of how you want to live right now, and for the next phase of your life."

~ Martha Stewart

Helping You Downsize with Ease and Confidence

We understand that downsizing is more than just moving to a smaller space—it’s an emotional and significant life decision. Our personalized approach ensures the process is as smooth and stress-free as possible. Here’s how we can help:

Personalized Consultation
We take the time to listen and understand your specific needs and desires for your next home—whether it’s your forever home or a simpler, more manageable space.
Thoughtful Transition Planning
We’ll work to secure your next home before selling your current one, ensuring you won’t feel rushed or risk losing your current property before finding the perfect new space.
Expert Guidance in Finding the Right Home
We carefully evaluate homes based on your preferred features, lifestyle needs, and long-term comfort, ensuring your new home fits your vision for this next chapter.
Seamless Selling Process
We’ll help manage the sale of your current home, so you can focus on your move with confidence, knowing every detail is handled professionally and stress-free.
Support Every Step of the Way
From decluttering and preparing your home for sale to managing the move, we’ll guide you at every stage, offering resources that make the transition both enjoyable and rewarding.

We offer a range of service plans and pricing options to meet the diverse needs of all sellers. Whether you prefer a more hands-on approach or desire comprehensive full-service support, we have a plan tailored to your specific needs, ensuring a smooth and successful experience.

If you’re feeling moved to make a change, click, “Contact Us” now. We’ll make your downsizing journey seamless and fulfilling, so you can embrace this exciting new chapter with ease and confidence.

"I recently had the pleasure of working with Suzette and Brandon to sell my mother’s home. They made the entire process smooth and stress-free. From our initial conversation it was clear they were a professional, knowledgeable and friendly team..."

"We had friends that referred Brandon & Suzette to my wife & I after the brother & sister helped them sell two homes, we couldn't have been more satisfied with their knowledge of the industry and guidance during the entire process from staging our home..."

"Brandon and Suzette were referred by my son. Working with them was a delight, they were very positive as I looked at many homes before finding the best home for my needs. Thank you both, you're a credit to the real estate industry."

We understand that downsizing or moving to a new home can be an emotional and stressful experience, especially when you’re faced with so many decisions. Trying to navigate this process alone or with an agent who lacks experience in addressing the unique needs of seniors can add unnecessary pressure and even lead to missteps.

As Senior Real Estate Specialists (SRES®), we not only understand the real estate market but also the specific considerations and concerns you may have at this stage of life. Ultimately, you are in charge of this decision, and you have the knowledge and wisdom to make the right choice for yourself.

While family members may offer well-meaning advice, it’s essential that this move reflects your desires and priorities. We’re here to provide the support, guidance, and network of resources to help you make an informed, confident decision that’s right for you.

Be sure to explore our Q&A section at the bottom of this page which covers a wide range of questions about downsizing to your forever home.

The process: 90 days to your forever home

Welcome to “90 Days to Your Forever Home”

90 days is a realistic timeframe to sell your current home and move into a new one that better suits your lifestyle, especially when you have an experienced agent with a proven plan by your side. Curious about what this journey looks like? Let us guide you through it.

Our process is organized into 8 key steps, each designed to smoothly transition you from the sale of your current home to the purchase of a home that better aligns with your needs at this stage of life.

By completing each phase—and following the steps in order—you’ll:

- Save time by streamlining the entire process.
- Avoid common challenges many face when downsizing or transitioning.
- Experience a smoother, stress-free transition with expert guidance every step of the way.

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Step 1

Friendly, no-pressure consultation: Identify your needs and goals together (Tap here to learn more)

Friendly, no-pressure consultation

Downsizing is more than just moving to a smaller space—it’s an emotional and significant life decision. We'll begin with a personalized consultation to listen and understand your specific needs and desires for your next home. We'll discuss the transition process and how to secure your next home before selling your current one, ensuring you don’t feel rushed or risk losing your current property before finding the perfect new space.

Step 2

Gain a clear picture of your financial choices and your current home's equity(Tap here to learn more)

A clear picture of your financial choices and your current home's equity

The next step is to provide you with a comprehensive market analysis, tailored to uncover the best strategies to maximize your home’s value. With this information in hand, we'll help ensure you are financially prepared. If necessary, speaking with a lender and identifying the most appropriate financing will become the next priority.

Step 3

Make the perfect first impression to attract the highest offers for your home(Tap here to learn more)

The perfect first impression

We’ll help you explore all your options. If needed, we'll recommend enhancements to improve curb appeal, staging, decor, and any necessary updates—ensuring your home makes a strong first impression and attracts the highest and best offers possible. We also offer flexible pricing plans, allowing you to choose the level of assistance that suits your needs, whether you want a little guidance or comprehensive support throughout the process.

Step 4

The right home for your future needsTap here to learn more)

The right home for your future needs

This step is about understanding your evolving lifestyle, identifying the features that will enhance your comfort and ease, and exploring homes that align with your future needs. We’ll take the time to ensure your next move is not just a change in location, but a thoughtful transition into the perfect home for the next chapter of your life.

A real estate purchase contract with pen and paper

Step 5

Crafting an offer that ensures maximum flexibility for a smooth transition (Tap here to learn more)

An offer that ensures maximum flexibility for a smooth transition

After you find the right home, we’ll conduct a thorough market analysis to ensure it’s priced fairly. From there, we’ll guide you in writing a strategic offer that not only secures a great deal but also gives you peace of mind by coordinating the sale of your current home with the purchase of your new one. Our goal is to ensure a seamless transition, so you never feel rushed or overwhelmed during the process.

Step 6

Making sure it's the right choice(Tap here to learn more)

Making sure it's the right choice

This step is about ensuring your next home doesn't just look good-but that it meets all your expectations. We'll guide you through due diligence, including inspections, reviewing disclosures, researching the area, and checking CCRs, ensuring your new home aligns with your needs and is free from unexpected surprises.

Step 7

Bringing it all together(Tap here to learn more)

Bringing it all together

As you approach closing, we’ll work closely with your lender (if financing is needed) to finalize all details and provide you with a tailored transition checklist. We’ll offer clear guidance on the financial do's and don'ts to protect your interests and ensure a smooth, stress-free move from your current home to your new one. Our goal is to make this important transition as comfortable and seamless as possible.

Step 8

A new home, A new chapter of life(Tap here to learn more)

A new home, A new chapter of life.

In this final phase, you'll complete settlement and close on your home. We'll provide a post-close checklist to help with key tasks, such as reviewing your inspection report, contacting your warranty provider, and setting yourself up for long-term success.

"Your home should tell the story of who you are."

~ Nate Berkus

Picture a home that’s easier to manage, with fewer maintenance worries and more comfort—designed to meet your needs now and in the future.

Leave behind the burdens: Say goodbye to the upkeep of a large, high-maintenance house and yard. No more struggling with stairs, unused rooms gathering dust, or features that feel outdated and no longer serve you. Downsizing means shedding the weight of a home that no longer fits your life and embracing one that does.

Embrace a home designed for ease and comfort: Imagine stepping into a space that’s just right—an updated kitchen for easy cooking, a comfortable living area for quiet evenings or time with loved ones, and a low-maintenance yard that still lets you enjoy the outdoors. Your new home will give you the freedom to live without the stress of maintaining more than you need.

Enjoy features that simplify life: Picture a single-level home with modern touches, ample storage, and spaces designed for comfort. A home that’s safer and easier to navigate, with amenities you’ve always wanted—whether it’s a walk-in shower, a cozy patio to enjoy your mornings, or smart home features that add convenience.

A home that fits your next chapter: This is your opportunity to move into a home that reflects where you are now and supports your future goals. It’s about gaining freedom, comfort, and the ability to enjoy life on your terms. Downsizing isn’t about losing space—it’s about gaining a home that enhances your lifestyle.

Ready to begin? Click, “Get Started Now” and let’s embark on this journey together, ensuring your move is not just a transaction but a stepping stone to your next chapter in life.

Q: A potential home seller in Bountiful, Utah asked: How can I determine if it’s the right time to sell my home?

A: Deciding to sell your home depends on factors like market conditions, your financial situation, and personal goals. We like to start with a no-cost consultation to review these factors with you so you can make an informed decision and decide for yourself, if now is a good time to make a move.

Q: What accessibility features should I look for in a new home as I age?

A: Key features include single-level living, wider doorways, walk-in showers, and lever-style handles. These features make it easier to navigate and reduce fall risks, supporting aging in place comfortably.

Q: Should I consider buying or renting after selling my home?

A: Buying offers stability and potential appreciation, while renting provides flexibility without long-term maintenance. A Realtor can help you evaluate both options based on your lifestyle, financial goals, and long-term plans.

Q: Can I use a reverse mortgage to buy a new, smaller home instead of downsizing?

A: Yes, through a reverse mortgage for purchase, you can buy a new home without monthly mortgage payments, using the proceeds from your existing home as part of the purchase. This can be a flexible solution for downsizing without the burden of new mortgage payments.

Q: How can I avoid common pitfalls when downsizing?

A: Avoid rushing the process or making impulsive decisions. Take time to explore housing options, seek family input if needed, and work with a Realtor who understands the unique aspects of downsizing for older adults. Planning thoughtfully helps you make decisions that support your well-being and peace of mind.

Not finding the answer to your questions? Submit your question here, and we’ll post the answer!

Click here for more Q&A about downsizing to your forever home