Downsizing Assessment for Waterloo Region

Downsizing Assessment

Your Next Chapter

Downsizing is about more than moving into a smaller home. It's about finding a home and lifestyle that better suit your next chapter.

Whether you're thinking about moving soon or simply exploring your options, understanding where you stand can help you make more confident decisions.

Our Downsizing Assessment is designed to help you reflect on your goals, explore your options, and identify what you may want to consider before making a move.

What to Expect

Answer 12 simple questions about your downsizing plans.
Share any additional thoughts or concerns you'd like us to consider.
Receive a personalized Downsizing Roadmap with practical recommendations and suggested next steps.

Estimated completion time: 4 to 6 minutes.

There's no obligation to move or schedule an appointment.

Let's explore your downsizing plans.

There are no right or wrong answers. Simply choose the response that best describes your situation.

Your answers will help us prepare recommendations relevant to your circumstances.

The Schell Real Estate Team will use your information in accordance with their Privacy Policy.

What's changing in your life right now?

My children have moved out and the house feels bigger than I need.I've recently retired or will be retiring soon.Keeping up with the house is getting harder.My health, family, or accessibility needs are changing.Nothing in particular. I'm just planning ahead.

How well does your current home fit your life today?

It still suits me well.It has more space than I use.The upkeep takes more time, money, or energy than I'd like.Stairs, layout, or location are becoming a challenge.I haven't really thought about it.

How do you feel about the idea of leaving your home?

I'm excited and comfortable with the idea.I have mixed feelings but generally feel positive.I'm emotionally attached and expect it to be difficult.I'm uncertain whether I'm ready to leave.I haven't really considered the emotional side yet.

Is there anything about your life or your home right now that you'd like us to know?

What would make your next chapter feel right?

Less maintenance and more free time.More financial freedom.A home better suited to my future needs.Being closer to family, amenities, or activities.I'm still figuring out what matters most.

What type of home are you most drawn to?

A bungalow or other single-level house.A condominium apartment.A condominium townhouse or similar low-maintenance home.A retirement or adult-lifestyle community.I'm not sure which option would suit me best.

How far along are you in finding your next home?

I've found specific homes or communities I like.I've been actively looking at homes for sale.I know the area I want but haven't started looking.I've done some research but haven't settled on an area.I don't know where to begin yet.

Are there particular places, features, or lifestyle needs you'd like us to know about?

How far along are you with sorting belongings and decluttering?

I've already made significant progress.I've started but still have quite a bit to do.I've thought about it but haven't started.The amount of work feels overwhelming.I don't expect decluttering to be a major issue.

How prepared is your current home for a potential sale?

It's in good condition and would need little preparation.There are a few repairs or improvements I'd like to make.There are significant projects I'd need to address.I'm unsure what should be done before selling.I don't have a home to sell.

Which part of the downsizing process concerns you most?

Finding the right next home.Selling my current home at the right price.Managing the financial decisions and timing.Sorting belongings and organizing the move.I'm not particularly concerned about any one part.

Is there anything about the practical side of moving that you'd like us to understand?

When do you think you might make a move?

How confident are you about what your home is worth today?

I've had a recent professional home valuation.I've researched comparable sales and have a reasonable estimate.I have a rough idea based on online estimates or past sales.I really don't know what my home might sell for.I don't have a home to sell.

How well do you understand the financial implications of downsizing?

I've compared selling costs, buying costs, and future living expenses.I understand some of the costs but haven't worked through the numbers.I've mainly considered the difference in home prices.I'm unsure whether downsizing would make financial sense.Finances aren't a major factor in my decision.

Is there anything about timing or finances you'd like to explain?

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How Ready Are You to Downsize?

Your Next Chapter

What to Expect

Let's explore your downsizing plans.

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Let's Get Started

Your Life Right Now

Picturing Your Next Chapter

Getting Ready

Timing and Finances