Your Next Chapter, at Your Pace

1. Free, no-pressure consultation: we talk through your goals, timeline, and which family members you'd like involved.

2. Plan where you're going first: downsizing, moving near family, or a senior community. Knowing your next step makes the sale smoother.

3. Know your numbers: a current market valuation and an estimate of your net proceeds. Bring questions about taxes and capital gains to your tax advisor.

4. Sort, declutter, and prepare: I can help coordinate donations, estate sales, and only the repairs that truly pay off.

5. Price and market with care: professional photos and marketing to reach qualified buyers.

6. Showings, offers, and negotiation: I handle the details and review every offer with you.

7. Escrow to closing: inspections, appraisal, and paperwork, with flexible move-out timing when possible.

1. Picture your ideal day: what do you want close by? Family, doctors, shopping, your place of worship, golf, or the beach.

2. Choose the right fit: single-level homes, condos and townhomes, 55+ communities, or a home with room for family or a caregiver.

3. Look for features that age well: no-step entries, wider doorways, a main-floor bedroom and laundry, walk-in showers, and low-maintenance yards.

4. Build a realistic budget: put your home equity to work wisely and plan for HOA dues, property taxes, insurance, and possible future care costs.

5. Ask about Prop 19: California homeowners 55+ may be able to transfer their property tax base to a replacement home. I'll explain how it works; confirm details with your tax advisor.

6. Time it right: buy first, sell first, or close both together. We'll choose the plan that lets you move just once, with less stress.

The right community depends on your health, lifestyle, and budget. Here is a simple guide:

55+ Active Adult Communities: you buy or rent your own home, with no care services. Cost: the home price plus HOA dues.

Independent Living: apartment-style living with meals, housekeeping, activities, and transportation. Paid as monthly rent, usually less than assisted living.

Assisted Living: help with daily tasks like bathing, dressing, and medications. The 2025 national median was about $6,200 per month (CareScout); San Diego County often runs higher.

Memory Care: secure, specialized support for Alzheimer's and dementia. Typically costs more than assisted living.

Continuing Care Retirement Communities (CCRCs): independent living, assisted living, and skilled care on one campus, usually with an entrance fee plus monthly fees.

Skilled Nursing: 24-hour medical care. The 2025 national median was about $10,800 per month for a private room.

How I help: I'll time the sale of your home with your move-in date, help you compare communities by care level and cost, and work alongside your family and advisors. Costs vary widely, so always confirm current pricing directly with each community.