Virtual Planning Consultation

Sometimes you just need a clear path forward. Our Virtual Planning Consultation gives you the same expert guidance as our in-person service—delivered right to you, wherever you live.

Through a live video call, we’ll discuss your unique situation, your goals, and the challenges you’re facing. Whether you’re preparing to downsize, considering a future move, or simply overwhelmed by “too much stuff,” this session is designed to give you clarity and direction.

Jill Hart Senior Downsizing Expert

What to expect:

  • One-on-One Video Consultation (about 60 minutes)
  • Pre-Session Questionnaire to help us focus on what matters most to you
  • Personalized Downsizing or Transition Roadmap with step-by-step guidance tailored to your situation
  • Digital Toolkit of checklists, worksheets, and helpful resources you can start using right away
  • Connection to my trusted national network of service providers — I’ll do my best to help you find caring, hands-on support right in your area
  • Recording of the Session (optional) so you can revisit our conversation anytime
  • Follow-Up Summary with key takeaways and next steps
  • 20 Minute Follow Up Call to check on your progress and answer any new questions that come up

 

Your Next Step – Made Simple

You don’t have to figure it all out alone. A Virtual Planning Consultation provides the clarity, encouragement, and practical steps you need to move forward with confidence. By the end of the visit, you’ll have a clear picture of the entire downsizing process. You’ll know exactly what to do next whether you want to handle the process entirely on your own or have me provide optional follow up support. It’s a proven system for staying organized, reducing stress, and keeping your transition on track from beginning to end.

$250

Click here to request a personalized planning session!

 

*Zoom on mobile, Face Time or What’s App Video required for the virtual walk through.
This session does not obligate either party to a future service agreement. Any recommendations provided are advisory, based on my professional judgement. Client is not obligated to hire recommended vendors. This consultation is for planning purposes only and does not include labor or materials for packing, moving or staging.