Your Expert Guide to Downsizing & Relocation

Transitioning from one lifestyle to the next is a natural part of life. Change is not always easy, especially as we move from one season of our lives into our golden years. Whether moving to a planned community, assisted living facility or downsizing to a smaller home our experienced team is here to help every step of the way. Together the transition can be made simple.

Step 1: Consultation

We will help you to determine the best housing options to meet your lifestyle and health needs.

  • Downsize to a smaller home
  • Independent living/ senior housing
  • Assisted living, board and care placements
  • Residential care facilities
  • In home support services
  • Non-medical home care

Step 2: Prepare and Plan

We will work with you to plan the best course of action to get your home sold fast.

  • Determine a timeline for your move
  • Decide the location of your next home
  • Evaluate your financial situation
  • Establish the sale price of your current home
  • Customize a marketing plan to ensure the fastest sale of your home

Step 3: Assess and Organize

We will coordinate all aspects of the move, easing the relocation process and providing you with much needed peace of mind.

  • Organize and sort
  • Professional packing
  • House closure
  • Supervision of movers
  • Unpack and resettle
  • Long term care planning

Step 4: Additional Assistance

If needed, we can provide you with the following additional assistance for your new transition.
Resources and Assistance:

  • Financial advisors
  • Bank and loan officers
  • CPA services
  • Probate and living trust attorneys
  • Family advocate/ liaison
  • Senior advocate
  • Elder Life Financial short term loans for relocation, placement and assisted living facilities
  • Senior housing communities
  • In home assessments
  • Senior monitoring services
  • Professional care management
  • Medicare approved counseling services


Elderlife Financial Services