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Expert Support for Your Downsizing Journey

What you need to know

Downsizing your home

Evaluate Your Lifestyle

Understand why downsizing is right for you and what lifestyle changes you want to achieve (e.g., lower maintenance, reduced costs, simpler living).

Financial Benefits

Analyze the financial advantages of downsizing, such as reduced mortgage payments, lower utility bills, and less maintenance.

Decluttering and Organizing

Prepare to declutter your current home. Decide what to keep, sell, or donate to make your move easier.

Choosing the Right Home

Look for a home that fits your new lifestyle, considering factors like accessibility, proximity to amenities, and ease of maintenance.

Before You Move

Downsizing Checklist

  • Clarify Your Objectives: Clearly define what you want to accomplish by downsizing, whether it’s achieving financial independence or finding a home that’s easier to manage.


  • Evaluate Your Finances: Review your financial situation to determine your budget for purchasing a smaller home and the potential savings you can achieve.


  • Start Decluttering Early: Begin decluttering your current home well ahead of your move to minimize stress as the moving date approaches.


  • Explore Ideal Locations: Research neighborhoods that align with your desired lifestyle, offering amenities such as parks, healthcare facilities, and community centers.




  • Work with a Real Estate Expert: Partner with a seasoned real estate professional who specializes in downsizing to help you find the right new home and sell your current one effectively.


  • Organize Your Move: Plan the logistics of your move, including hiring movers, packing, and arranging your new living space.


  • Update Your Address and Services: Inform necessary parties of your address change and set up utilities and services at your new residence.


  • Prepare for the Emotional Transition: Acknowledge the emotional aspects of downsizing and focus on the positive changes and opportunities ahead.



Before You Move

Downsizing Checklist

  • Clarify Your Objectives: Clearly define what you want to accomplish by downsizing, whether it’s achieving financial independence or finding a home that’s easier to manage.


  • Evaluate Your Finances: Review your financial situation to determine your budget for purchasing a smaller home and the potential savings you can achieve.


  • Start Decluttering Early: Begin decluttering your current home well ahead of your move to minimize stress as the moving date approaches.


  • Explore Ideal Locations:Research neighborhoods that align with your desired lifestyle, offering amenities such as parks, healthcare facilities, and community centers.


  • Work with a Real Estate Expert: Partner with a seasoned real estate professional who specializes in downsizing to help you find the right new home and sell your current one effectively.


  • Organize Your Move: Plan the logistics of your move, including hiring movers, packing, and arranging your new living space.


  • Update Your Address and Services: Inform necessary parties of your address change and set up utilities and services at your new residence.



  • Prepare for the Emotional Transition: Acknowledge the emotional aspects of downsizing and focus on the positive changes and opportunities ahead.



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Before You Move

Upsizing Checklist

  • Evaluate Your Needs: Determine why you're upsizing, whether it’s for more bedrooms, a larger yard, or a home office, and list your must-haves and nice-to-haves, such as square footage, number of bedrooms, location, or specific amenities.


  • Review Your Finances: Assess your current financial situation, get pre-approved for a larger mortgage, and consider additional costs associated with owning a larger home, including utilities, maintenance, and taxes.


  • Prepare Your Current Home for Sale: Declutter and stage your home to maximize its appeal, make necessary repairs or upgrades to increase its value, research real estate agents to find a trusted professional, and determine the best time to sell based on the market.


  • Explore Potential Neighborhoods:
    Research neighborhoods with larger homes that suit your lifestyle, considering factors like school districts, commute times, and local amenities such as parks, shops, and entertainment, and visit potential areas to get a feel for the community.


  • Understand Your Current and New Mortgage: Review the terms of your current mortgage, including any penalties for early payoff, compare mortgage options for your new home, and consult your lender about the best financing options for upsizing.


  • Plan Your Move: Begin packing non-essential items, arrange moving services well in advance, create a moving timeline to avoid last-minute stress, and notify utilities and service providers to arrange the transfer or setup of services in your new home.


  • Prepare for Life in Your New Home: Plan how to use the additional space in your new home, whether for a home office, playroom, or guest room, organize your belongings as you unpack, and take time to get to know your new neighbors and community.