Downsize Concierge Service Questionnaire

Middle Name

Are you an empty nester with unused rooms in your home?

Do you find yourself using only a small portion of your living space regularly?

Are you spending more time cleaning and maintaining your home than enjoying it?

Do you desire a more lock-and-leave lifestyle for travel or other pursuits?

Are you looking to reduce your monthly housing expenses (mortgage, utilities, taxes)?

Would selling your current home provide financial benefits for retirement or other goals?

Are you interested in freeing up equity for other investments or experiences?

Do you want to live closer to specific amenities (e.g., shopping, healthcare, cultural attractions)?

Are you interested in moving closer to your children or grandchildren?

Would you prefer a more walkable neighborhood or one with better public transportation?

Is home maintenance becoming physically challenging or time-consuming?

Are you paying for services (lawn care, cleaning) that you'd rather not need?

Do you feel emotionally prepared to part with some of your belongings?

Are you excited about the prospect of a fresh start in a new, more suitable home?

Are you considering your long-term health and mobility needs in your housing decisions

Do you want a home that's more energy-efficient and environmentally friendly?

Are you interested in living in a community with more social opportunities?

Would you prefer a residence with shared amenities and organized activities?

Are you open to go through your belongings and deciding what's truly important to keep?

Do you feel overwhelmed by the amount of "stuff" in your home?

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Middle Name

How long have you lived in your current home?

How do you currently feel about the size and upkeep of your home now that your children have moved out?

Are you considering downsizing because your children have recently left for college or moved out?

Are you currently exploring the idea of selling your home, or are you just in the early stages of considering it?

What are your primary reasons for considering a move at this point in your life?

(e.g., too much space, maintenance, financial reasons, lifestyle changes)

What are the most important factors in choosing a new home?

(e.g., proximity to amenities, less maintenance, single-story living, community activities)

Are you looking to stay in the Pinecrest area, or are you open to exploring other neighborhoods or even different cities?

What does your ideal living situation look like now?

(e.g., smaller home, condo, townhouse, active adult community)

What are your biggest concerns when it comes to selling your current home?

(e.g., timing, market conditions, getting the best price, preparing the home for sale)

Have you bought or sold a home recently, or has it been a while since you’ve been through the process?

Do you feel overwhelmed by the thought of preparing your home for sale?

(e.g., decluttering, repairs, staging)

Are you aware of all the steps involved in selling a home and moving to a new one? If not, which steps are unclear to you?

Would you find it helpful if we provided a service that includes decluttering and organizing before listing your home?

Are there any home repairs or updates you’ve been putting off that you think would be beneficial before selling?

Would you be interested in staging services to enhance your home’s appeal to potential buyers?

Would you benefit from having a dedicated moving coordinator to handle logistics such as packing, moving, and unpacking?

Are you interested in advice on what to do with items you no longer need?

(e.g., donations, estate sales, storage)

How comfortable are you with the idea of making minor renovations or updates to increase the value of your home before listing it?

Are you concerned about the financial implications of selling your home?

(e.g., taxes, closing costs, capital gains)

Would you like assistance with understanding the financial side of downsizing, such as budgeting for a smaller home or considering investment options?

Do you need help finding trustworthy professionals, like real estate attorneys or financial advisors, to guide you through this transition?

How do you feel about leaving the family home where you raised your children?

Are you looking for emotional support or advice on how to navigate this transition?

Would you be interested in community events or workshops to connect with others going through a similar downsizing journey?

Are you open to exploring new types of living arrangements, like 55+ communities, condos, or townhouses?

How important are amenities such as fitness centers, social clubs, or nearby healthcare facilities in your new home?

Are you considering renting instead of buying to keep your options flexible?

What is your ideal timeline for selling your current home and moving into a new one?

What services or support would make this process easier and less stressful for you?

Is there anything specific you would like to discuss further or have questions about regarding downsizing?

Downsize Concierge Service

Downsize Your Home, Upgrade Your Life: Readiness Questionnaire

Downsize Concierge Service Questionnaire

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