Downsizing a home


  • Examine your current net worth
  • Calculate your cash flow
  • Evaluate the equity in your current property
  • Discuss your homeownership goals
  • Create an optimized tax plan
  • Make appropriate recommendations
  • Estimated time 1 to 3 hours (price quoted is per hour)


Switching to a smaller home can be more complicated than it sounds. Get a financial consultation before downsizing to shelter your home equity from excess taxes and ensure homeownership furthers your long-term goals. 



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