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Let's Get Started!
You’re about to begin the Stay or Go Planning System, a simple, step-by-step process designed to help you decide whether staying in your home or transitioning to a retirement community is the best path for your future.
This process will guide you through the 5 steps of the Stay or Go Framework:
Vision → Reality → Options → Confidence → Decision
Each step builds on the one before it — helping you organize your thoughts, evaluate your situation, and move forward with greater clarity.
There are no right or wrong answers.
The goal is simple:
To help you move forward with clarity, certainty, and confidence.
This Planning System is designed to help you think through every aspect of your decision.
You can complete as much or as little as you’d like—there’s no right or wrong way to go through it.
Along the way, we’ll explore:
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Your health and support network
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Your main concerns and what may be keeping you “on the fence”
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Your vision for the future
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A self-evaluation of your homeownership
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What you’re looking for in a retirement community
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Your priorities when comparing different options
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Your home value and potential capital gains considerations
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A high-level financial view of what you can afford
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And ultimately, helping you move toward a confident decision
Again—you don’t have to complete everything.
The goal is simply to help you gain clarity, one step at a time.
Once you've completed the questionnaire, we will use your answers to create your personalized Stay or Go Clarity Report which will summarize your responses. It is designed to help you better understand your situation and can also serve as a helpful starting point for conversations with your family, financial advisor, or other trusted professionals.
This process usually takes about 10–15 minutes to complete.
Before we begin, enter your name and a few basic details so we can personalize your experience.
You’re in control—complete as much or as little as you’d like.
Health and Support Network (Friends, Family and Neighbors)
My main concerns are:
A Quick Check-In
What you’re feeling isn’t a problem — it’s information.
The Fence
Many homeowners find themselves sitting on what I like to call “the fence.” The fence represents the space between staying and going. It often feels like the safest place to sit because it allows people to postpone the decision. When you are on the fence, you don’t have to commit to anything yet. But over time, the fence can quietly create stress. People think about the decision again and again. They gather information. They talk with friends. Then they set the decision aside for a while. Later the thoughts return, and the cycle repeats itself.
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