Downsizing Questionnaire |

Let's talk about why you think it might be time to consider downsizing. Understanding your own motivations can help you make a good decision. You can choose more than one. *

When you think about your current home, what would you like to change? Knowing what problem(s) downsizing would solve can help with thinking through a possible move. You may choose more than one. *

We have a lot of unused space, smaller would be better.
Would prefer a home with no stairs
Want less maintenance and yardwork
Would like to reduce our housing costs
Would like to reduce commuting costs
Would like different neighborhood
Something else
Not sure

What type living space makes sense for you both? What do you envision? *

What types of communities have you been considering? A conversation with an agent or advisor can help identify the options that may be right for you and your spouse/partner. You can choose more than one. *

Active Adult or 55+ Communities
Life Plan or CCRC Communities
CCRCs (Continuing Care Retirement Communities
Independent Living Communities
Assisted Living Communities
Another kind of lifestyle community
None of these
Not sure, haven't researched yet

What kinds of daily activities do you enjoy? Be sure to think about the amenities that will support your personal interests. You can choose more than one. *

Social activities (dining, dancing, clubs, faith based groups, volunteering)
Fitness activities (working out, exercise classes, swimming)
Cultural activities (art or music events, theatre, educational activities)
Outdoor activities (gardening, pets, walking)
Quiet activities (reading, board games, relaxing, meditation)
Other interests or hobbies
Not sure

Is Travel Important? The benefits of 'lock and leave' communities may be appealing. These types of communities take of the things you would be worrying about in your own place. *

Yes,we plan to travel frequently
We will probably travel occasionally
No I don't think we will travel much
Not sure

How about having out-of-town visitors? Do you need a guest room? Some communities offer guest suites as an option for residents who have out-ot-town visitors. *

Yes, we'd like space for guests to stay with us
Yes, we'd like options for visitors to stay nearby
Isn't important
Not sure

Are you interested in meeting new people? If you and your spouse want to live near others and have access to social activities, a community environment may be a good option for you both. *

Yes, finding new friends is important
We'd like to be around other people
Not very important
Not sure

Would you or your spouse/partner like access to any of these services? Having more free time and resources to pursue your interests is something you can look forward to in most senior communities. You can choose more than one. *

As you consider a move, are you thinking about any current or future healthcare needs? Think about whether having easy access to healthcare providers is something that matters to you and your partner/spouse. *

Yes, we have healthcare needs now
Yes, I am thinking about our future needs
Not now, but I'd like to know what options are available if our needs change
No, this is not important
Not sure

How ready are you and your spouse/partner for change? Tell us a little about your experience with moving. For some people it is hard to imagine leaving a familiar home or neighborhood. It is normal to feel an emotional connection to the place you have lived. *

We've lived in the same place our whole adult lives
It's been many years since we moved
We have moved within the last few years
Not sure

How are you feeling about leaving your current home? Your memories don't disappear when you move to a different place. You may feel sad or may be looking forward to a new adventure. *

Excited and ready for a change
It will be bittersweet
We are feeling reluctant to move
Not sure

Do you think you and your spouse/partner are financially prepared for a move? A private conversation with an advisor or agent can help you understand these costs and make a good plan. *

Yes, we have done some planning
Maybe, we need some help understanding options
No, I don't think so
Not sure

Have you talked about downsizing with family and friends? Remember it is normal for people to need time to get used to a new idea. *

When you think about downsizing, is there anything that would make the decision easier? Separating a big decision into smaller decisions can make it more manageable. You can choose more than one. *

Feeling confident about finances
Feeling confident that this is the right time
Feeling confident that downsizing is the right choice for us
Knowing that friends/family are on the same page
Something else
Not really, we're ready to move forward
Not sure

Okay, almost done. Based on what you know today, what timeframe feels right to you? Choosing a goal move date can help you create a timeline. Writing out a plan of action helps many people feel prepared. *

Are you interested in meeting with Taresa Lutz about options that might be a good fit for you and your spouse/partner? If your interested fill in your contact info on the next question block. *

Yes
Maybe
No, Not right now

Taresa will contact you shortly to discuss your situation. Tell us how to get in touch. Name: *

First

Last

Email *

Address *

Address Line 1

Address Line 2

City

State

Zip Code

Phone

What is your current age?

Do you have a home which you will need to sell?

What is your current living situation?

Other information

Best time of day to call you *

By completing and submitting this form, I acknowledge that Taresa Lutz may view my results and use my contact information to follow up with me about services that might be helpful to me.

If you have questions be sure to write them down prior to our contacting you. You may also note some comments or messages for us above.

Downsizing Questionnaire

Are you Ready to Downsize?

Fill out our questionnaire

and we will get back with you with our thoughts.