Self Guided

The Rightsizing Partners Program
At Your Own Pace

Everything you need to navigate a downsizing transition — the full 8-module framework, your personalized roadmap, and a vetted partner network — without a consultant. Start when you're ready. Move at your pace.

Or $469/yr — save $119 · Cancel anytime · Full refund within 7 days
What's Included

A complete downsizing framework that is yours to work through at your own pace

Full 8-Module Framework
Every module — checklists, tools, decision guides, and action prompts — available the moment you enroll. Work through them in order or jump to what matters most right now.
Personalized Transition Roadmap
After completing your situation assessment, the app generates a prioritized, printable roadmap specific to your timeline, household size, and family situation. Share it with family — everyone sees the same plan.
Vetted Partner & Vendor Directories
Browse credentialed local specialists — SRES realtors, senior living communities, estate sale companies, move managers, financial advisors, and elder law attorneys — surfaced at the right module so you find the right person at the right time.
Household Inventory Tools
Photo-based room-by-room inventory with Keep · Sell · Donate · Discard categorization. Flag high-value items for estate sale. Track progress by room. Export a summary at any time. Up to 25 photos included.
Financial Clarity Guides
Understand your home equity picture, map destination costs, and build a realistic transition budget using our guided worksheets. Not financial advice — a structured framework for getting clarity before you talk to an advisor.
Document Vault
Secure storage for everything that matters — home documents, appraisals, insurance certificates, estate plans, vendor quotes, and session notes. Accessible anytime, on any device. Only you can see what's inside.
The Framework

Your 8-module roadmap

Work at your own pace — each module builds on the last

Core Modules — Included in Every Engagement
01
Discovery & Assessment
Clarify your situation, timeline, goals, and what success looks like for your family
02
Inventory Assessment
Room-by-room possessions audit — Keep, Sell, Donate, Discard — with photo capture tools
03
Family Conversation
Structured tools for discussing possessions, timing, and destination with your family
04
Home Sale Readiness
Pre-listing preparation guide and declutter checklist. Connect with an SRES realtor from the directory.
Execution Modules — Guidance & Directory Access (vendor coordination requires Guided Engagement)
05
Financial Clarity
Home equity picture, destination costs, and full transition budget — guided worksheets
06
Vendor Coordination
Browse the vendor directory, review options, and manage your own outreach. Active vendor management is a Guided Engagement feature.
07
Move Execution & Settling
Move day planning, floor plan tools, 13-week settling plan, and social connection mapping.
08
Digital Life & Legacy
Secure your digital estate, configure legacy access, and deliver your Digital Estate Package.
Pricing

Simple, flexible — no commitment

Monthly
$49
per month · cancel anytime
Best for: exploring the process, shorter timelines, or trying before committing annually
Start Monthly
Best Value
Annual
$469
per year · save $119
≈ $39/month
Best for: most families — covers the full transition from start through settling in
Join the Waitlist →
Family Collaboration
$19
per month · added to any plan
Add a second login — a spouse, adult child, or trusted family member — so they can see progress, contribute notes, and stay in the loop without taking over
Family Collaboration — $19/month
One of the most common challenges in downsizing is keeping family aligned. This optional second login is designed for that.
What the second login can do
✓View all module progress and current status
✓Add comments and notes to inventory items
✓Access the shared decision log
✓Receive milestone notifications
✓View and download the Transition Roadmap
✓Message through the family hub
How it works
1
You enroll and complete your account setup
2
Add Family Collaboration — $19/month billed to your card each month
3
Enter your family member's email — they receive an invitation to create their linked account
4
Remove Family Collaboration at any time in Settings — your primary account is unaffected
Family Collaboration bills monthly on the same date as your primary plan. If you're on an annual plan, it charges separately each month at $19 until removed.
What Self Guided doesn't include — and when to consider Guided Engagement
Self Guided gives you the full framework. Some families need more than a framework.
○
A personal Downsizing Consultant
Someone who guides sessions, manages vendors, and keeps the process on track. Consider T2 if you want a professional in your corner.
○
Vendor introductions and coordination
Your DC identifies, vets, and coordinates estate sale companies, movers, and specialists. Self Guided gives you the directory — Guided Engagement gives you the DC managing it.
○
AI inventory analysis in the Inventory Assessment module
Self-Guided allows you to upload photos of your inventory to sort by room and item type, but does not include AI market analysis price to help you decide what to keep, sell, donate, or discard.
○
Family facilitation sessions
If family disagreements are a concern, a DC-facilitated family session (Module 3) is often the turning point. This requires a Guided Engagement.

Ready to get started?

Join the waitlist and we’ll email you the moment Self Guided access opens.

$469/yr saves $119 · Cancel anytime · Full refund within 7 days · Upgrade anytime