Savvy Seniors & Their Families Want to Know...
Are you or a loved one facing a major life transition - downsizing, aging in place, or moving into senior living?
As certified Seniors Real Estate Specialists (SRES) and Transition Consultants, we specialist in helping older adults and their families plan ahead, reduce overwhelm, and make empowered decisions. Whether you're exploring options or feeling stuck, we offer practical guidance and heartfelt support every step of the way.
We've walked this road ourselved - downsizing after our kids left for college, and supporting both sets of aging parents through very different transitions. These person experiences shaped our mission:
To help you "get your ducks in a row" long before crisis forces a rushed decision.
Should I Move or Stay?
This is often the first and most important question.
Deciding whether to stay in your current home or move to a new setting means evaluating:
Your health and mobility
Home safety
Finances and care needs
Social Support
Long-term goals
Where Do I Begin?
The hardest part is often just getting started.
This section breaks down into manageable steps to help you:
Clarify your options
Reduce overwhelm
Begin planning at your own pace
No pressure. Just the next right step - together.
Explore Key Planning Topics
Life is full of important decisions—and the more prepared you are, the smoother the path ahead.
Whether you're considering Downsizing, Exploring Senior Living Options, Organizing Your Affairs or Simply making sure your loved ones aren’t left guessing, you’ve come to the right place.
THIS SITE IS HERE TO SUPPORT YOU WITH:
Trusted Information
Helpful Checklists
Step-by-Step Guidance
All designed to help Seniors and Their Families make confident,
informed decisions with less stress. Because peace of mind starts with a plan.
Simply click on a topic of interest below to start your planning.
Aging at Home
Home Safety Assessment
Checklist of Modifications for Accessibility
Remodels for Aging in Place
Financing Home Updates for Safer Aging
Is It Time to Downsize?
Emotional Considerations
Downsizing - A Step-by-Step Timeline
The Psychology of Decluttering
Downsizing is "Right Sizing"
Independent Living Communities
Relocating Near Family
Multigenerational Living
Senior Living Options
Senior Living Search Checklist
Financial Options for Housing
Estate & Legacy Considerations
Long-Term Care Insurance & Checklist
Trust & Probate Sales
Advanced Healthcare Planning
Scam Prevention
Family Conversations
The Elephant in the Room
Navigating Differences
Making Proactive Decisions
Seniors Real Estate Specialists (SRES)
Selling the Family Home
Rent or Sell
Should I Move Before or After Selling My Home
For any questions, more information, or a complimentary confidential consultation, please contact Nancy Harvey at 916-599-3019.
What Clients Are Saying
Why We Became Senior Real Estate Specialists
When it became apparent our parents needed to make a change, we experienced first-hand the difficulties of selling the family home. Tom’s parents moved to an independent living facility early on. They enjoyed their Golden Years with a plan in place for graduated care. When Nancy’s father passed, her mother lived with us for several years before transitioning to an independent/assisted living community.
We are all too familiar with the emotional struggles of aging parents, including:
• Financial worries
• Loneliness of living alone
• The upkeep and care of a home
• Wanting to maintain independence
• Letting go of a lifetime of accumulations
Because of these experiences we are passionate about helping Seniors and their families make decisions before they are made for them.
For More Information or Questions
