​Downsizing, Upsizing and Right-Sizing


​I enjoy the challenges that complex transactions bring. Solving problems is what keeps me motivated, engaged and satisfied in my profession. Senior clients tend to have a more complex set of factors influencing their selling and/or buying process. This often includes the involvement or consideration of other family members. Whether you want to move closer to your grandchildren, or your mom needs a home where she can access more support, I can help.

It was important to me to earn my designation as a Senior Real Estate Specialist (SRES) through advanced training with the National Association of Realtors. I've always had a special affection for working with seniors. I had opportunities in my former healthcare career to work in hospice for several years and also as the director of care services at an assisted living facility in San Rafael.

If you or a family member are considering leaving a long time home to downsize, upsize, or start fresh in a new housing option, contact me for a free property assessment and let's talk about all the factors involved in the move. 

Things to consider for moving seniors...

Moving Assistance
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packing & storage
gifting/donating
auction
​consignment
Financing Options​
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reverse mortgage
​bridge loans
​conventional loans
HELOC
Legal Issues​
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wills & trusts
divestments
probate
​asset protection
Tax Implications
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capital gains
deductions
property taxes
​exclusions
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