Seniors Real Estate Guidance

   So Your Next Steps Feel Clear,

Manageable, and Unrushed

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Savvy Seniors & Their Families Want to Know...

RIGHTSIZING FIRST
Whether you are staying in place, thinking about simplifying, exploring future housing options, or helping aging parents plan their next chapter…it’s natural to have questions.

Not because something has to change right now ... but because you want to be prepared.

 

YOU MIGHT BE WONDERING:

Is my home still supporting the life I want to live?

What options should I understand even if I’m not ready to act?

Where do I begin when everything feels connected?

How do I plan ahead without feeling overwhelmed?

How can I support a parent while respecting independence?

If these questions feel familiar, you’re exactly where you need to be.

Rightsizing is about gaining clarity ... not making decisions.

WELCOME TO SAVVY SENIORS WANT TO KNOW™
Savvy Seniors Want to Know™ is a trusted space where informed decisions and peace of mind come together.

We provide practical guidance, compassionate support, and real-life experience to help you and your loved ones:

Understand your options
Reduce overwhelm
Move forward with clarity and confidence

Whether you ultimately stay where you are, make changes over time, or explore new living options, our goal is to help you:

“Get Your Ducks in a Row” ... well before a crisis forces a rushed or stressful decision.

A Place Where Curiosity Meets Clarity

WHAT RIGHTSIZING REALLY MEANS

Life is full of important decisions, and the more prepared you are, the smoother the path ahead.
Rightsizing is about understanding your options early, so you can move forward thoughtfully when the time is right.

YOU MAY BE EXPLORING:

Aging in Place for now or in the future
Simplifying or Downsizing over time
55+ Communities or Senior Living options
Independent, Assisted, or Memory Care
Organizing important information and affairs
Making sure loved ones aren’t left guessing

You don’t need to decide any of this today. You just need a place to begin.


YOU’VE COME TO THE RIGHT PLACE

We’re here to support you with:

No obligation.

No rush.

Just support.


Peace of mind doesn’t come from having everything figured out.
It comes from taking one thoughtful step, learning what the next right step might be, and having a trusted guide to walk with you at your pace, on your terms.


Rightsizing is a Journey

Think of this as your trusted companion, supporting you as you create space for your next chapter with clarity, confidence, and peace of mind.

Rightsizing is about understanding how well your home and lifestyle support the life you want to live now and in the years ahead.

It’s not about making quick changes or forcing decisions.
It’s about gaining clarity, so future choices feel thoughtful instead of rushed.

Designed for Empty Nesters, Retirees, and adults entering a new chapter of life as well as Seniors and Families who want to plan ahead with intention, this guide meets you right where you are, whether you’re simply thinking about the future, feeling a desire to simplify, or wanting reassurance that your home continues to support your daily life.

The Rightsizing Guide is thoughtfully organized around four core pillars that bring clarity, confidence, and direction without pressure to make decisions before you’re ready.

Inside, you’ll find practical checklists and gentle worksheets with thoughtful prompts that help you:

Reflect on what’s working well
Identify areas that may need attention over time
Reduce overwhelm by breaking things into manageable steps
Focus on what matters most to you and those you care about

HOW YOUR HOME SUPPORTS: 

Your Daily Routines
Safety, Function and Comfort
Your budget and ongoing housing costs

SO YOU CAN:

Gain clarity about whether staying or moving may be right now or later
Explore future living options at your own pace
Plan next steps thoughtfully and with confidence

There’s no right or wrong outcome and no timeline you need to follow.

This guide is here to help you move forward one step at a time, with clarity and confidence.

Tom and Nancy Harvey
REALTORS
Seniors Real Estate Specialists®​​ SRES®​​
Coldwell Banker Realty
(916) 599-3019  |  01864883 CA   |  tom.harvey@cbrealty.com

Guided By Seniors Real Estate Specialists® SRES®

 

We became certified Seniors Real Estate Specialists® SRES® to Help Seniors & Their Families move forward by:

Rightsizing - Staying in Place or  Downsizing

Exploring Senior Housing Options

Decluttering Decades of Belongings

Getting The House Ready For The Market

Simply Taking the First Step

We meet you wherever you are in the process with honesty, warmth, and practical tools to make your life lighter.

Nonnie

We've Been On This Journey Ourselves By:

Rightsizing/Downsizing Our Own Family Home
Helping Our Parents Make Their Own Transitions
Multigenerational Living  - Nancy's Mother
lived with us for eight years before Assisted Living.
Working with Clients In Similar Stages of Life

We Are 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

All of those experiences changed us. They showed us how complex and overwhelming Senior transitions can be, and how crucial it is to have guidance right by your side with experience you can trust!

What Clients Are Saying

“Tom & Nancy would be a tough team to surpass on a quality selling experience. As a REALTOR for over 50 years, I rarely encountered agents who exemplified the “ideal” credit to the profession as Tom and Nancy have. We relied on them to cover all the bases and they did just that with knowledge, skill, and compassion. Each augments the other's expertise and diplomacy. They kept us on target and stayed in close contact with us throughout the process! We recommend their service to anyone interested in buying, selling. or downsizing"

- Al & Mary

“After 14 years of living alone, it was time to downsize. Deciding where to start was frightening. The Harveys took excellent care with each step and offered a wealth of service to get me moved to independent living.”

- Jeanne

“Moving after almost 40 years is incredibly stressful. But with the Harvey’s help, we got through the process as easily as conceivably possible. They were patient and understanding and let us dictate the pace of preparing for the sale and getting through the closing. What made this all so tolerable was their warmth, consistency and hard work. This was more than a real estate transaction for us all. We are grateful for their representation and recommend them without reservation.”

- Steve & Cory

“From beginning to end, Tom & Nancy managed the sale of the homes of both my aunt and my parents. They helped me work through the overwhelming steps of each transaction. I could not have made it through these two very bittersweet tasks without their expertise and guidance.”

- Anne Marie

“We would never have kept our plan and timelines without the expert organizational skills of the Harveys. Even though we were from another state, each leg of the sale worked seamlessly. From the estate sale through the close of escrow, they ran a tight and clean operation. Their excellent communication made it all possible.”

- Kevin

"Tom & Nancy are very knowledgeable, seasoned real estate professionals. They were good listeners, gained an understanding of the needs of both the Buyer and the Seller and kept us well informed and very close to the process. All the commitments they made to us were each completed on time. The referrals they made to us for an attorney, appraiser, inspector, renovator and cleaning were all fine professionals, and Nancy did an outstanding job of staging. This was a very smooth sell-buy transaction."

- Paul

"Thank you for the outstanding service in Selling our Aunt Barbara's home! We were most appreciative of the care you took in providing help to clean and stage the house; for the extra attention to detail in marketing, and, for keeping us informed of the progress. We are all so pleased with the Buyers, the sale price, and the timely schedule of closing escrow. Three cheers!!! 

- Pat, Peg, & Jo

"Both Tom & Nancy did an excellent job on the sale of my family home. They were so easy to work with - great knowledge of their business, both very efficient in their areas of expertise, always reachable, and cordial. High marks for Team Harvey."

- Jeannie

Rightsizing

EXPLORE THE FOLLOWING TOPICS AT YOUR OWN PACE:

Browse and click on the articles below
Download or print those that are helpful
New resources will be added regularly
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Your questions matter.
If there’s a topic you’d like us to cover, let us know and we’ll create it.

3

Housing Considerations

Learn about key housing considerations from accessibility and safety to location and lifestyle to help you or your loved ones make informed decisions for every stage of life.

5

Family Considerations

Explore guidance on family considerations, supporting loved ones through transitions, fostering communication, and planning together for housing, care, and future needs.

6

Real Estate Considerations

Understand key real estate considerations from market trends and property values, to location and timing, to make confident, informed decisions when buying or selling a home.

 Questions or Next Steps

Get Started Today. Use the Contact Form Below to:

1 - Get Answers To Your Questions

2 - Schedule a Complimentary & Confidential Consultation

3 - Request our FREE PDF booklet  - The Rightsizing Starter Kit complete with Worksheets & Checklists

Your information will NEVER be shared!

 

CONTACT:

Nancy Harvey

SavvySeniorsWantToKnow@gmail.com

916-599-3019

 

Tom & Nancy Harvey
Sales Associate
CNE,LPS,SRES
Coldwell Banker Realty
(916) 599-3019  |  DRE: 01864883 | DRE: 01894135   |  tom.harvey@cbrealty.com
DRE: 01864883 | DRE: 01894135
(916) 599-3019
tom.harvey@cbrealty.com
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