Downsizing & Moving
Empty Nester Downsizing Planner
Compare the home and daily life you want next, organize manual cost and cash-timing estimates, then plan belongings, sale preparation and the move.
Coming soon. This paid resource is in preparation and is not yet available to buy. Final files, licensing, pricing and buyer access remain under review.
What this resource is designed to help you do
- 28-page editable Word planner and matching 28-page printable US Letter PDF
- Lifestyle brief, housing criteria, weighted comparison and property-visit record
- Five manual financial worksheets: monthly costs, sale proceeds, transition budget, cash timing and downside scenarios
- Belongings decisions, family-item discussions, furniture fit, sale preparation, twelve-week timeline and moving records
Check the fit before choosing
This household edition shares an end-to-end transition workflow with the existing Right Size Roadmap (RLC-0041). Its focus is lifestyle priorities and five manual financial worksheets, including cash timing and downside examples. Compare both before choosing; owning both may duplicate useful work.
Editable Word and printable PDF. The worksheets use manual calculations; there is no Excel companion, automatic calculator or interactive PDF form.
Educational scope
General education and organization only. Manual figures are assumptions, not affordability, tax, lender or property-condition determinations. No savings, sale date or outcome is promised.
Preview three actual working pages
Excerpts from the 28-page edition in review: housing scorecard, sale proceeds and belongings log. These are manual worksheets.
Hover over a page to zoom and move your pointer to explore. Click or tap to open a larger preview; press Escape or Close preview to return.
Compare existing options
- Right Size Roadmap for a Home Transition — another broad workflow; substantial overlap.
- Compassionate Downsizing Decision Roadmap — a shorter decision framework.
Read the free moving-budget guide · Use the free Downsizing Cost & Savings Calculator