Planning a Downsizing or Relocation Move: A Step-by-Step Workbook

A successful downsizing or relocation move requires planning across finances, logistics, decluttering, and the emotional work of letting go of a long-time home. This hands-on course walks you through each piece with templates. By the end of this course you will have a financial analysis of the move, a comparison of at least three candidate locations or housing options, a decluttering schedule, a relocation timeline, and a logistics plan for the move itself. What you will learn: - How to calculate net proceeds from a home sale and the true cost of the next home - How to compare candidate locations on cost of living, healthcare, climate, taxes, and community - How to plan extended visits before committing to a location - How to design a decluttering schedule over months rather than panic weekends - How to decide what to keep, give, sell, donate, and discard with criteria you can live with - How to plan the move logistics including dates, movers, and bridging period - How to handle the emotional work of leaving a long-time home gracefully The course is structured as a workbook. Each module covers one piece, provides templates, walks through a filled example, and guides you to complete your own version. This course is written for retirees and pre-retirees actively considering a move. By the end you will have replaced overwhelm with a sequenced plan, and the move will reflect deliberate choices rather than the pressure of a sudden offer or a holiday weekend's enthusiasm.