Adult children are often the ones who end up coordinating a parent's transition — while working, raising their own families, and managing the emotional weight of watching a parent leave their home. This is built for that situation.
A parent reaches a point where a transition makes sense. The family starts making calls — a real estate agent, a move manager, maybe an elder law attorney. Each professional handles their piece. Nobody is responsible for the whole thing.
The family becomes the project manager. They're coordinating between professionals who don't talk to each other, making decisions without the full financial picture, and trying to keep their parent calm while managing logistics across multiple vendors and timelines.
One point of contact for the whole process. Dominic coordinates with the real estate professionals, the move manager, the financial planner, the estate sale company — and keeps the family informed at every step without requiring them to manage anything.
The family's job is to be present for their parent — not to manage a project. That's what this service is designed to make possible.
The planning dashboard (coming in Tier 1) gives family members visibility into every phase, every task, and every decision — regardless of where they live. Adult children in other cities can see exactly where things stand without needing a phone call to find out.
Someone who is accountable for the outcome — not just their piece of it.
Clear answers to the financial questions before any decisions are made.
A process that treats their parent with dignity and respect — not as a logistics problem.
Visibility into what's happening without having to manage it themselves.
Support that continues after move day — not a service that disappears when the boxes are unpacked.
For most South Bay homeowners, the tax and financial decisions around the sale of a long-held home are significant. Capital gains exposure on a home purchased in the 1980s can be substantial. Prop 19 property tax transfer rules are specific and time-sensitive. HECM for Purchase is a tool most families have never heard of but should understand.
These questions are addressed in Phase 2 of the process — before any decisions are made. In Tier 3 engagements, a bundled consultation with a fee-only CFP is included. The goal is to make sure the family has the full picture before they commit to anything.
See the three tiers