Most services handle one phase.
This system manages all seven.

Discuss

The first conversation is not a sales call. It is a listening session. We learn about the person, the family, the home, and the situation. We identify what is driving the decision, what the timeline looks like, and what the family's capacity is to participate in the process.

This phase also includes an initial financial viability check — not a full analysis, but enough to understand whether the numbers make sense before anyone invests time or energy in planning.

Plan

This is the most important phase — and the one that most services skip entirely. Before any decisions are made about where to move or when, the financial picture needs to be clear. Capital gains exposure. Prop 19 property tax transfer eligibility and timing. HECM for Purchase as a potential financing tool. The full cost of the transition against the full benefit.

In Tier 3 engagements, this phase includes a bundled consultation with a fee-only CFP. The goal is not to give financial advice — it is to make sure the right questions are asked and the right professionals are involved before any decisions are locked in.

Decide

With the financial picture clear, the decision about where to go can be made properly. Community evaluation is a structured assessment of fit: lifestyle, care level, cost, location, social environment, and long-term flexibility. We visit, we ask the right questions, and we help the client and family compare options honestly.

In parallel, the current home is prepared for sale: decluttering begins, repairs are identified, and the sale strategy is set.

Transact

The real estate transactions — selling the current home and securing the new one — are coordinated together so timing works. Offers, negotiations, inspections, and closings are managed in sequence. The client never has to make a decision about one transaction without understanding what it means for the other.

Prepare

With the transactions in motion, the physical preparation begins in earnest. Space planning for the new home. CAPS assessment for safety modifications. Packing plan. Estate sale or donation coordination for items not moving. Technology planning — what devices, what accounts, what needs to be set up before move day.

Move

Move day is managed start to finish. The movers are coordinated, the new space is set up according to the plan, and the client walks into a home that is ready — not a pile of boxes. Tech is set up. The kitchen is stocked. Familiar items are in familiar places. The goal is that the first night feels like home.