The Essential Downsizing Guide and Checklist

Click below to download your complimentary Essential Downsizing Guide, Checklist and Legacy Spreadsheet. If you find these resources helpful and would like to schedule a personalized downsizing consultation, I would be delighted to assist. And if you are located outside the North Shore or Greater Vancouver area, I can connect you with a trusted downsizing specialist in your community.

Downsizing Checklist

Looking to get on the same page about downsizing? This simple two page checklist will help to get the conversation started! 

Downsizing doesn’t have to feel overwhelming. This thoughtfully designed two-page checklist helps you align goals, explore options, and start meaningful conversations about what’s next. Practical guidance, thoughtful prompts, and a clear starting point — all in one place.
Download your complimentary copy today!

The Essential Downsizing Guide For Homeowners

10 STEPS TO SUCCESS

Downsizing is never just about moving—it’s about creating space for what truly matters. 

Whether you’re hoping to simplify your life, ease expenses, or embrace an exciting new beginning, this guide is here to support you every step of the way. 

From planning and decluttering to settling into your new space, you’ll find tips and encouragement to make your transition smooth, meaningful, and deeply rewarding.

The Peace Of Mind Spreadsheet

The Peace of Mind Spreadsheet is a simple, organized place to record the information your family would urgently need in an emergency — key contacts, financial accounts, insurance policies, advisors, and important digital access details.

When everything is documented in one secure place, your loved ones aren’t left scrambling. It’s about protecting the people you love from chaos during one of the hardest seasons of their lives.

It’s not about expecting the worst — it’s about planning with love.

Sign Up For The Next Online Downsizing Workshop

Downsizing Made Simple
Previously offered through the North Vancouver Recreation Centre, this popular workshop is now available online via Zoom so you can join from the comfort of home.

This FREE one hour session is designed to help make the downsizing process feel clear, manageable, and empowering. You’ll gain practical advice, helpful strategies, and real life insights on:

• The benefits and common challenges of downsizing
• Simple and effective decluttering tips
• Housing options and what may fit your next chapter
• Timelines and how to plan a smooth transition
• Success stories and experiences from others who have made the move

Whether you are just starting to think about downsizing or ready to take the next step, this workshop will leave you feeling informed, supported, and inspired.

Click below to register for the next session!

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