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As the seasons change, as individuals, partners and families grow and as children leave the nest, lifestyle needs evolve. We understand that the concept of home is predicated on the many changes life can bring and it doesn’t start or end with a home purchase or sale. This guide is intended to help you become more strategic in the real estate decisions you make now and in the future. 

It’s a guide for organized thinking and real estate planning. It helps you review your present and future lifestyles and the considerations for life stages, such as renting vs. buying, considering move-up opportunities, moving with children and pets, downsizing by design, transitioning with multigenerational and special needs family members, and staging/merchandising your home.

The guide includes steps to identify and set lifestyle planning goals and to memorialize all in a lifestyle plan. 

Have questions? We are here to help you in any way you can and advise you as your trusted real estate advisor. Contact us.