Are You Ready to Downsize?

Answer 20 quick statements across four areas of your life — your home, your finances, your lifestyle, and your belongings — to get a personalized readiness score and guide.

Takes about 3–5 minutes
20 simple statements, rated 1–5
Get your results instantly

Question 1 of 20

Your Home

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

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

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

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

5. My home no longer fits my current lifestyle.

Your Finances

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

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

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

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

10. My financial advisor has suggested I consider my housing situation.

Your Life

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

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

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

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

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

Your Stuff

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

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

18. I would feel lighter if I owned fewer things.

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

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

Are You Ready to Downsize?

Almost there!