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Step 3 – Gather a Trusted Team of Advisors
Making a housing decision later in life is about more than just where you live—it’s about how you live. That’s why Step 3 in our 12-step planning process is all about assembling a team of trusted professionals who can guide you through the financial, legal, emotional, and logistical aspects of this transition.
Why This Step Matters
No single professional can provide all the answers. Housing decisions in later life are complex and interconnected. For example:
- A home modification may seem like a great solution—and your financial advisor can help you understand how it fits into your long-term financial plan.
- A move to a senior community might feel like the right next step—and your estate planning attorney can ensure it aligns with your trust, benefits, and future care goals.
By building a collaborative team, you gain a holistic view of your options and avoid costly missteps.
Who Should Be on Your Team?
| Professional | How They Support Your Goals |
| Financial Advisor | Helps you make confident, informed decisions by modeling future scenarios and ensuring your resources align with your lifestyle and care goals. |
| Estate Planning Attorney | Ensures your legal documents reflect your wishes, protect your assets, and support your long-term care and housing plans. |
| Seniors Real Estate Specialist (SRES) | Guides you through the process of selling your home and exploring housing options that match your needs and values. |
| Certified Aging in Place Specialist (CAPS) | Identifies ways to enhance safety, accessibility, and comfort in your current home so you can live independently for as long as possible. |
| Senior Community Placement Advisor | Helps you explore and evaluate senior living communities that align with your lifestyle, care preferences, and budget. |
These professionals should work together—not in silos—to ensure your plan is aligned, sustainable, and centered on your goals.
Next up: Step 4 – Determine the Equity in Your Home
Understanding your home’s value is a key part of making informed decisions about your future.
Want the Full Guide Now?
If you’re ready to dive deeper into all your housing options without waiting for the full blog series, you can download the complete workbook today. Navigating the Next Chapter: Housing Options for Seniors in Transition is packed with expert insights, practical worksheets, and step-by-step guidance to help you or a loved one make confident, informed decisions.
Click here to get your complimentary copy now.
About Forevermore Homes
We’re the Forevermore Homes Team of Coldwell Banker, and we’re passionate about helping seniors and their families make confident, informed decisions about housing and care. Whether you’re modifying your home, downsizing, or exploring senior living options, we’re here to guide you every step of the way.
