A thoughtful next step

Is it time to downsize?

Take a few quiet minutes to reflect on whether your current home still supports the life you want to live.

Stylish and modern living room with minimalist decor and natural light.

How to respond

Rate each statement from 1 to 5 based on how true it feels for you today.

1 · Strongly Disagree 2 · Disagree 3 · Neutral 4 · Agree 5 · Strongly Agree

Your assessment progress

0 of 20

Category one

Your Home

I have rooms in my house that I rarely or never use.

Maintaining my home (cleaning, yard work, repairs) has become burdensome.

My home has features that are becoming difficult for me physically (stairs, large yard, steep driveway).

I worry about how I'll handle major repairs or maintenance in the coming years.

My home no longer fits my current lifestyle.

Category two

Your Finances

My housing expenses (mortgage, taxes, insurance, utilities, maintenance) feel like a stretch each month.

I would benefit from accessing the equity in my current home.

I'm concerned about affording unexpected home repairs on a fixed income.

Reducing my housing costs would free up money for things I care about more.

My financial advisor has suggested I consider my housing situation.

Category three

Your Life

My family and social connections are no longer centered around my current location.

I'm spending significant time traveling or away from home.

I'm ready for a simpler, more manageable living situation.

I want to be closer to family, healthcare, or amenities that matter to me.

The thought of moving to a new place feels more exciting than scary.

Category four

Your Stuff

I feel overwhelmed by the amount of belongings I've accumulated.

I have furniture, clothing, or possessions I no longer use or need.

I would feel lighter if I owned fewer things.

I'm ready to let go of items that no longer serve my current life.

I can identify what I want to keep and what I'm ready to release.

Your results are ready

Enter your information below to see your results and receive a personalized guide based on your score.

Your information is used to provide your personalized assessment results and guide.

Your downsizing readiness score

A clearer picture of your next chapter

0 out of 100

Not Yet Ready

Downsizing isn't calling to you right now, and that's fine. Your current home still works for your life. Revisit this assessment in a year or two, or if your circumstances change.

Starting to Consider

You're noticing friction between your home and your life. The idea of downsizing has merit, but you're not feeling urgency. This is a good time to start the thinking and planning phase. Begin sorting, research your options, and gather information so you're prepared when the time feels right.

Ready to Explore

Multiple factors are pointing you toward a change. You've likely been thinking about this for a while. Now is the time to have serious conversations with your financial advisor and a real estate agent who specializes in downsizing. Start taking action.

Ready to Move

You've already done the mental work. Your home no longer fits your life, and you're emotionally prepared to make a change. The next step is building your team and creating your timeline.

Your Home

0/25

Finances

0/25

Your Life

0/25

Your Stuff

0/25

0
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