Rightsizing Partners

Downsizing Readiness
Assessment

15 questions across 5 dimensions. Understand exactly where you stand and what your clearest next step is.

8 minutesInstant resultsPrivate & confidential

Five Dimensions of Readiness

Most families focus only on logistics. The families who navigate this well prepare across all five dimensions.

Emotional Readiness
Your personal and family readiness to make this change
Financial Clarity
Clarity on equity, taxes, and cost-of-living implications
Logistical Preparedness
Belongings, documents, and timeline awareness
Housing Vision
Clarity on where you want to go and why
Timing & Urgency
Urgency, autonomy, and contingency preparedness

"The families who struggle most are those who are forced to make this decision under time pressure. This assessment helps you understand where you are — so you can move forward on your own terms."

— Rightsizing Partners Senior Transition Advisors