A Rightsizing Journey 

As a Seniors Real Estate Specialist (SRES®) guiding older adults navigate the often overwhelming process of downsizing or as I prefer to say, “ rightsizing,” is far more than just a transaction. It’s deeply personal, emotional, and sometimes, a bit scary.  I have the privilege of walking alongside many wonderful people through this process, and one recent journey stands out—N and P.

I first met N and P at one of my open houses. We briefly discussed downsizing and how major a life change it can be, and that the decision to move, or not, is a huge decision to make and for some a significant hurdle to tackle. After some light-hearted conversations and a few chuckles, we arranged a time to meet at their home to continue the conversation. 

At our scheduled meeting, I could sense they were grappling with the idea of leaving a house they had lived in for decades, filled with memories and comfort. Yet they knew making a proactive decision to move to a more user friendly home without stairs, easy access and walkability was being proactive instead of possibly down the road, a mandatory or what I call a crisis move, which is a completely different experience when one has to move instead of wants to move! True to my approach, I didn’t rush in with suggestions. Instead, I listened. I simply gave them space to share their thoughts, any concerns and answer their questions. I wanted to better understand their needs then provide them with information and options, and also to offer reassurance that I was there to help in whatever way they needed. I invited them to one of my free seminars on rightsizing- as felt the topics I share, would shed some light, which they attended and I believe did shed some light. 

Over the year, I worked closely with N and P, guiding them at their pace. We began by tackling the daunting task of decluttering and paring down their belongings, which is often one of the most difficult steps for anyone, and especially for those who’ve lived in their homes for many years.  Regarding selling their home we discussed options, weighed the pros and cons of selling first versus buying first, and I explained the potential impacts of each decision. Ultimately, they chose to buy first, then sell—an option that was right for them. Together we found their new home after viewing several homes. Their choice- a home in the same neighbourhood, walking distance to their favourite coffee shop, the library, and the familiar mountain views.  It is a home they can grow into in this next chapter of their lives, one that offers more accessibility and comfort. Next was to prepare their existing home to sell for top dollar. A young family now gets to call the home, theirs and will create their own lovely memories. 

I received a lovely Google Review from N and P. Reading their words of appreciation was a heartfelt reminder of why I do what I do. Their kind review spoke of how grateful they were for my support, my patience, and my dedication to making their rightsizing journey as smooth as possible. It was an emotional reminder of how deeply rewarding it is to be a trusted guide for others during such a significant transition.

Rightsizing is a journey and isn’t just about finding a new home—it’s about helping people navigate change in a way that honours their needs, their emotions, and their future. It’s about understanding that this process is not just transactional,  yet for some can be very personal. 

For N and P, the journey was one that ultimately led them to a new chapter in their lives, in a home that fits their needs and gives them peace of mind. It wasn’t always easy, but together, we made it easier, with a few laughs along the way. They made decisions on their terms and timeline not anyone else’s.

If you or someone you know is considering rightsizing, please reach out. I’d be honoured to help guide them, just as I did with N and P—one step at a time, with care, and expertise.