YOUR TRANSITIONING LIFE

Life transitions can be overwhelming with so many choices! These situations, with health issues and other major life events, often make couples and individuals think about transitions for downsizing and retirement. Your situation is unique and needs customized, careful consideration.

Are you looking for ways to enjoy your empty nester years? Is downsizing or retirement in your plans as you approach the end of your career? Do you have changing health concerns that need to be incorporated into your retirement plans?

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VISION

I can help you carry out your next life transition with planning and guidance to minimize complexity and maximize enjoyment with your family and friends.

MISSION

I work with dual career couples in their middle years of life considering options to plan their next stage of life. I use a project management approach to simplify the transition into short project phases with step-by-step guidance. My experience along with connections to information and resources will save you time and energy searching for information. By partnering together, we can focus your time and energy on options for you to consider as you create your ideal plan.

Team Approach

You’re not in this alone. I’m your “head coach” and am comfortable working with you, other family members and even caregivers. Using my team approach, we’ll work through all the questions surrounding your thoughts on your next life transition. We’ll take as much time as you need to discuss the options for your unique situation.

Let’s Talk

Let’s explore your options about your next life transition plans.

Easing the downsizing challenge

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Empty Nesters

Being an empty nester gives you an opportunity to enjoy life as you near retirement. Consider your life transitions in many ways. These are the years to enjoy your peak earning years while planning for future transitions.

Team Approach

Downsizing

The biggest downsizing challenge faced is usually deciding where to start the process. Cleaning out and selling a home you may have lived in for a lifetime can be a very emotional experience.

Probate Expertise

Retirement

Life transition planning for retirement may simply be addressing concerns for aging in place while living in your current home.

Health Transitions

Maintaining independent living later in life can be difficult because things like health and home maintenance concerns often get in the way.

Downsizing Resources
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Estate Settlement

I've met many people who have struggled through the estate settlement process. It's a huge responsibility that quickly becomes complex for you to navigate if you're lacking a strong probate strategy.

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