🏡 Your Personalized Downsizing & Next Steps Assessment

Let's Find the Perfect Solution for Your Next Chapter

⏱️ Time to complete: 8-10 minutes

Ken Pickett - Licensed Real Estate Agent

📱 734-217-6106

✉️ kenpickettrealestate@gmail.com

Resource Realty Group | Serving Southeast Michigan

Section 1 of 7

About You & Your Timeline

Let's understand where you are in your journey

What best describes your current situation? *

Just starting to think about my options Actively researching and planning (3-6 months) Ready to make a move soon (1-3 months) Need to move quickly (within 30 days) Helping a family member with this decision

Please select an option

What's the primary reason you're considering a change? *

Select all that apply

Home maintenance is becoming overwhelming Want to be closer to family Health or mobility concerns Financial considerations Home is too large for current needs Desire for community and social connections Want to simplify and reduce stress

Please select at least one option

How would you rate the urgency of your situation? *

No rush—exploring options at my own pace Moderate—prefer to make a decision within 6 months High—need to make a decision within 3 months Urgent—need immediate assistance

Please select an option

Your Current Property

Tell us about your current living situation

Do you currently own your home? *

Yes, I own it outright (no mortgage) Yes, with a mortgage No, I currently rent

Please select an option

How long have you lived in your current home?

What type of property do you currently own?

Select all that apply

Single-family home Condominium Townhouse Multi-family property Vacant land Investment property

Are you interested in selling your current property? *

Yes, definitely Yes, but I need help understanding the process Maybe—I need more information about my options No, I'm keeping it Unsure at this time

Please select an option

What's your biggest concern about selling your home?

Select up to 3

Getting the best possible price Preparing the home for sale Coordinating the timing with my next move Dealing with decades of belongings Understanding the current market Finding trustworthy help The emotional aspect of leaving my home Tax implications

Your Ideal Next Step

What does your perfect next chapter look like?

What type of living arrangement interests you most? *

Select all that apply

Smaller single-family home Condominium or townhouse Senior apartment community (55+) Independent living community Assisted living facility Memory care community Continuing care retirement community (CCRC) Moving in with family Staying in current home with modifications Not sure yet—need guidance

Please select at least one option

Which location preferences are important to you?

Select all that apply

Stay in Washtenaw County Remain in current city/township Be closer to specific family members Near medical facilities/healthcare Access to shopping and amenities Active social community Ground-level or elevator building

What amenities or features are most important in your next home?

Select your top 5

One-level living (no stairs) Low maintenance exterior Smaller, manageable space Updated kitchen and bathrooms Walk-in shower/accessible bathroom Community activities and social programs On-site dining options Fitness center or wellness programs Pet-friendly Garage or covered parking Emergency call system Housekeeping services available Transportation services Security and safety features

Financial Considerations

Understanding your financial picture helps us serve you better

Have you thought about your budget for your next living situation? *

Yes, I have a clear budget in mind I have a rough idea No, I need help understanding my options I need help understanding what I can afford based on my home sale

Please select an option

What financial information would be most helpful to you?

Select all that apply

Current market value of my home Estimated selling costs and net proceeds Comparison of monthly costs (current vs. new living situation) Tax implications of selling How to maximize my home's sale price Financing options for my next home Understanding senior living costs All of the above

Are you interested in learning about:

Selling my home quickly for cash Maximizing my home's value with staging/updates Senior living communities with various price points Rental options while I decide my next step Investment opportunities with home sale proceeds

Support & Assistance Needs

We're here to help with every aspect of your transition

What aspects of downsizing feel most overwhelming?

Select all that apply

Sorting through belongings and decluttering Estate sales or donation coordination Packing and moving logistics Finding reliable moving companies Coordinating timing between selling and moving Making decisions about what to keep The emotional aspects None—I feel prepared

Would you benefit from referrals to trusted professionals for:

Estate sale companies Professional organizers Moving companies Home repair/handyman services Cleaning services Elder law attorneys Financial advisors Home stagers Not needed at this time

Who is involved in this decision-making process? *

Just me Me and my spouse/partner Me and my adult children Extended family Financial advisor or attorney

Please select an option

Would you like information about senior living communities that I have personal relationships with?

Yes, please provide recommendations Yes, but only after I sell my home Maybe—I'd like to learn more first No, I'm handling this separately

Your Priorities

Help us understand what matters most to you

Please rank your top 3 priorities for this transition:

Enter 1, 2, or 3 next to your top three priorities

Getting the best price for my home

Moving quickly with minimal stress

Finding the perfect next living situation

Staying close to family and friends

Maintaining my independence

Accessing healthcare and support services

Simplifying my lifestyle

Financial security

Social connections and community

What would make this process feel successful to you?

Let's Connect

We're excited to help you with your next chapter!

What's the best way for me to help you right now? *

Free home valuation and market analysis Tour of senior living communities in Washtenaw County Personalized downsizing consultation (complimentary) Information packet about your options Referrals to trusted service providers Phone call to discuss your specific situation All of the above

Please select at least one option

How would you prefer I reach out to you? *

Phone call Email Text message In-person meeting at your convenience

Please select an option

Best time to contact you:

Morning (9am-12pm) Afternoon (12pm-5pm) Evening (5pm-7pm) Anytime

Your Name: * Please enter your name

Phone Number: * Please enter your phone number

Email Address: * Please enter a valid email address

Current Address (City/Township): * Please enter your location

Any additional information you'd like me to know:

Your Privacy Matters: Your responses will remain completely confidential and will only be used to provide you with personalized recommendations. We will never share your information with third parties without your permission.

Thank You!

Your questionnaire has been successfully submitted.

I've received your information and will personally review your responses within 24 hours.

What Happens Next:

I'll personally review your responses and create a customized plan for you
You'll receive a personalized information packet based on your specific needs
I'll reach out via your preferred contact method to schedule a no-obligation consultation
I'll provide you with valuable resources regardless of your timeline

Need to speak with me sooner?

📱 734-217-6106

✉️ kenpickettrealestate@gmail.com

As a licensed real estate agent with over 30 years of experience in Southeast Michigan, I specialize in helping seniors navigate this important transition with compassion, expertise, and local knowledge.

I look forward to helping you find the perfect solution for your next chapter!

— Ken Pickett
Senior Relocation Advisor, Resource Realty Group

✅ Thank You!

Your Questionnaire Has Been Submitted Successfully!

Thank you for taking the time to complete your personalized downsizing assessment. Your responses have been sent to Ken Pickett at Resource Realty Group.

What Happens Next?

✓ Within 24 Hours: Ken will personally review your responses

✓ Initial Contact: Expect a call or email to discuss your needs

✓ Custom Plan: Ken will prepare recommendations tailored to your situation

Need Immediate Assistance?

📱 734-217-6106

✉️ kenpickettrealestate@gmail.com

Resource Realty Group | Serving Southeast Michigan

📋 A copy of your responses has been saved to your clipboard for your records.