Patrick Oliver · Preparation guide
Define what you want to simplify.
Less maintenance, fewer stairs or easier access to services? Clarify your goals before deciding on square footage. The right choice depends on your lifestyle as much as the size of the property.
Review the costs of your next chapter.
A smaller home does not automatically mean lower expenses. Compare purchase costs, condo fees where applicable, taxes, maintenance and moving expenses. Have the relevant professionals review financial questions.
Plan the sale and next purchase together.
Timing matters. Discuss your options and their implications: selling first, buying first or arranging temporary housing. The right approach depends on financing, market conditions and your comfort with uncertainty.
Leave time for personal decisions.
Sorting belongings, preparing the property and organizing the move take energy. A gradual schedule spreads the work and leaves room for important decisions.
Start with a conversation.
You don’t need to have chosen your next home. We can begin with your priorities, your current property and the sequence of steps to consider.
General guidance to help prepare your questions. For decisions about financing, technical matters or legal commitments, consult the appropriate professional.
Let’s talk about your plans