Should You Stay in Your Home… or Is It Time to Move?
The simple five-step Stay or Go Framework below will help you evaluate your situation and make this important decision with clarity, certainty, and confidence.
When you're ready, the Stay or Go Planning System will guide you step-by-step through the process of deciding whether staying in your home or transitioning to a retirement community is the best path for your future.
Start the Stay or Go Planning System Here →
Here are the 5 elements of the Stay or Go Framework:
You may also click the green menu on the right side to quickly scroll you to the desire step.
Element 1
VISION
Your Ideal future
Start with the life you want — not the decision you’re afraid to make.
Before deciding whether to stay or go, it's important to imagine what your future could look like. What would an ideal life feel like five or ten years from now? Where would you live? What would your days look like?
This step helps you create your “Postcard from the Future” — a clear picture of the life you want to build. When you have a vision for the future, the decisions you make today become much easier.
Proverbs 29:18 Where there is no vision, the people perish
ELEMENT 2
REALITY
Your Homeownership
Take an honest look at where you are today.
Great decisions require clarity about your current situation. In this step, you'll evaluate five important areas of life:
• Financial position
• Physical and emotional health
• Support network
• Estate planning
• Real estate suitability
Understanding your reality helps you see whether your current home can truly support the life you envision.
ELEMENT 3
OPTIONS
Paths Available
Discover the possibilities you may not have considered.
Many homeowners believe their only choices are either stay in their home forever or move into a nursing home.
In reality, there are many options in between.
In this step, you'll learn about different housing and care possibilities including:
• Aging in place with in-home care
• Independent living communities
• Assisted living
• Continuing Care Retirement Communities (CCRCs)
Understanding your options often removes fear and replaces it with opportunity.
ELEMENT 4
CONFIDENCE
Freedom from doubt
Replace fear, uncertainty, and doubt with clarity.
Once you understand your vision, your reality, and your available options, the path forward becomes clearer.
Instead of guessing or reacting to a future crisis, you can begin making decisions based on thoughtful planning.
This step helps you organize what you've learned so you can move forward with confidence and peace of mind.
ELEMENT 5
DECISION
Clarity & Direction
Choose your path with clarity and control.
After working through the framework, you will be ready to answer the most important question:
Should I stay in my home, or should I begin planning a transition?
Whatever your decision may be, the goal is simple:
To help you move forward with clarity, certainty, and confidence about your future.
If you have any questions, comments, concerns or requests, please contact me directly.
I’m always here for you and your family.
Note: I appreciate and value your personal information and this will not be shared with anyone else. The reason I need to know all of this information is so that I can properly evaluate your current situation and give you my opinions on your options going forward. Please also keep in mind that I am not an accountant or a tax person, so feel free to have these estimated numbers reviewed by your tax advisor for accuracy.