GOOD TO KNOW

Resources For You!

How It Works for Right Sizers

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  1. Evaluate My Financial Situation: Know what your options are, what you can afford, and what you have to do to meet your goals.

  2. 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!

  3. What Are My Housing Needs? Time to upsize, downsize or have accommodations for an elderly parent, adult children, work-at-home,hobbies, etc.

  4. 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

  5. What are future options for the next Transition In Your Life: Do I want to spend time in different locations? Maintenance? Accommodate for hobbies?:

  6. Budget:

  • Do I want a second home? 

  • Vacation Home?

  • Air B and B?

  • Try new locations by seasonal rental

  • Plan for advanced care: What are the options?

  • 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.

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In preparation of a downsize or rightsize here are some items to consider and check off your list:

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☐ 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.

 

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