GOOD TO KNOW
Resources For You!
How It Works for Right Sizers
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Evaluate My Financial Situation: Know what your options are, what you can afford, and what you have to do to meet your goals.
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Do I Have A Strategy, A Plan? An Estate Plan? Always best to state your wishes otherwise it won’t happen. The choice should be YOURS!
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What Are My Housing Needs? Time to upsize, downsize or have accommodations for an elderly parent, adult children, work-at-home,hobbies, etc.
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Find a REALTOR, a Lender, An Attorney and/or a Financial Planner: We are here for you and have a great team: Pamala Carter, owner, managing broker Affinity Realty Group: 720.284.4121
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What are future options for the next Transition In Your Life: Do I want to spend time in different locations? Maintenance? Accommodate for hobbies?:
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Budget:
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Do I want a second home?
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Vacation Home?
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Air B and B?
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Try new locations by seasonal rental
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Plan for advanced care: What are the options?
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How to find low income housing
Upsize, Downsize, Right-Size Checklist
As life changes, so does our use of space. For every milestone in our life, we use space differently. Whether you’re welcoming a new child, or in the empty nest phase you may decide the space you are in is no longer right for your needs. Preparing for a new rightsized space can be an overwhelming prospect. Planning for your move can help you manage the process over time.
In preparation of a downsize or rightsize here are some items to consider and check off your list:
☐ Set a date for your move.
☐ Interview and hire a Realtor.
☐ Begin to Sort and Declutter small amounts daily as early as 5-6 months before your move.
☐ Plan for your new space by learning the dimensions and deciding what items you will have room for.
☐ Create a floor plan or template of your new abode.
☐ Consult an accountant or tax expert on what financial records should be retained.
☐ Consult or consider hiring a move manager, relocation specialist or organizer.
☐ Collect and gather important documentation like birth certificates, deeds, medical records, etc.
☐ Hire Estate Sale or Online Auction professionals.
☐ Contact friends and loved ones about any items they have stored in your extra space.
☐ Designate items to gift.
☐ Ship Items to Family and Friends.
☐ Begin discarding items that will not be donated, gifted or sold.
☐ Gather estimates from movers at least 3 months before your move.
☐ Obtain a storage unit to slowly transfer items you want to keep, yet don’t intend to donate or sell.
☐ Decide which items may need to be appraised.
☐ Gather quote and hire an appraiser.
☐ Decide which items will be donated and schedule pick up/drop-off.
☐ Schedule utility transfers, connections, and disconnections.
☐ Create an inventory of items you will take with you room-by-room.
☐ Pack your items according to your inventory list.
☐ Create an “Essentials Kit” that includes everything you need for the first few days in your new home. This would include toiletries, a change of clothes, basic first aid items, bedding, cups and plates, drinks, and snacks.
☐ Move plants and pets.
☐ Facilitate move related services.
☐ Unpack your items using your inventory list and space plan.
☐ File your change of address.