Planning is Essential.
Guidance is Golden.
Knowledge is Power.
Proactive is Empowerment.

Home Transition Specialists Inc.™

Consulting & Planning Services

  • Aging in place is about more than just staying in your home, it’s about ensuring that your living environment supports your independence, safety, and well-being for years to come. Whether you're looking for simple modifications or a complete transformation of your space, our Age in Place Success Consultation & Planning Session provides the expert guidance, personalized strategies, and actionable steps to make your vision a reality.

    What This Consultation Covers:

    • Comprehensive Home Safety & Accessibility Assessment – Identify potential hazards and receive expert recommendations to enhance safety and mobility.

    • Organizing & Decluttering Plan – Strategies for optimizing space, reducing clutter, and creating a functional, accessible home environment.

    • Aging in Place Modifications & Rightsizing Guidance – Tailored solutions for barrier-free design, furniture placement, and home function updates.

    • Professional Referrals & Project Planning – Access to trusted contractors, home safety experts, and renovation specialists for necessary modifications.

    • Community Resource Navigation – Connection to local social programs, transportation services, and senior-friendly resources.

    • Caregiver Support Strategies – Ensure your caregivers have the tools and resources needed for peace of mind

    What this Consultation Includes:

    • Initial Clarity Conversation - An introductory phone conversation to discuss your goals and concerns.

    • Personalized Consultation & Home Assessment – We evaluate your home, current lifestyle, and future needs.

    • Customized Aging in Place Plan – A step-by-step strategy outlining recommended modifications, safety improvements, and organization tactics.

    • Expert Recommendations & Professional Referrals – Connect with reliable contractors, safety specialists, and community resources.

    • Implementation Roadmap – Guidance on executing your plan at your own pace, with or without hands-on support.

    Whether you're planning for immediate changes or taking a proactive approach for the future, this consultation provides a clear, strategic plan to help you stay in your home comfortably, safely, and independently.

    Schedule your Age in Place Success Consultation today and start building your blueprint for the future!

  • Whether you're downsizing, relocating, or embracing the snowbird lifestyle, a well-structured plan can make the transition smooth and stress-free. Our Consultation provides expert guidance, customized planning, and practical solutions to help you prepare for your next chapter with ease.

    What This Consultation Covers:

    • Personalized Downsizing & Relocation Strategy – Step-by-step guidance to simplify the process of sorting, organizing, and moving.

    • Space Planning & Organization – Optimize your new living space with customized furniture placement and storage solutions.

    • Packing & Preparation Support – Practical strategies for organizing belongings and preparing for a move or seasonal travel.

    • Home Sale & Real Estate Referrals – Assistance in choosing trusted professionals for selling or managing property transitions.

    • Move-In & Resettlement Planning – Unpacking, right-sizing, and preparing your new or returning home for a seamless experience.

    • Snowbird Transition Planning – Ensure your home is properly maintained and secure while you’re away for extended stays.

    • Home Safety & Maintenance Coordination – Recommendations for home security, climate control, and seasonal upkeep.

    And more…

    What this Consultation Includes:

    • Initial Clarity Conversation – Assess your goals, timeline, and concerns regarding downsizing, relocating, or maintaining a seasonal home.

    • Customized Transition or Snowbird Plan – A strategic roadmap outlining key steps for moving, securing your home, and preparing for extended stays.

    • Professional Referrals & Resources – Access to realtors, movers, estate planners, contractors, and home maintenance professionals.

    • Timeline & Execution Support – Guidance on implementing your plan at your own pace with ongoing expert advice.

    Whether you’re moving to a smaller home, transitioning to a retirement community, or spending winters in a vacation home, our consultation ensures every detail is covered, from packing and organizing to home maintenance and resettling.

    Schedule your Consultation today and step into your next phase with confidence!

  • Caring for a loved one, whether now or in the future, comes with many decisions. Whether you're navigating immediate needs or taking a proactive approach to plan for your loved ones and your own future, having a structured roadmap and expert guidance can bring peace of mind.

    Our Consultation and Planning service for Caregivers is a comprehensive, one-time session that provides clarity, strategic planning, and actionable steps to help caregivers confidently manage transitions, prepare for future needs, and create a sustainable care plan for their loved ones and themselves.

    What This Consultation Covers:

    • Home Safety & Accessibility Planning - Identifying current and future modifications for aging in place.

    • Aging in Place vs. Relocation Planning - Evaluating long-term housing options and transitions.

    • Community & Resource Navigation - Connecting with essential services and financial support programs.

    • Downsizing & Organization Strategies - Preparing for future moves or estate planning.

    • Caregiver Wellness & Resilience - Building a sustainable self-care plan while caregiving.

    • Health & ADL (Activities of Daily Living) Planning - Ensuring independence and well-being over time.

    • Multi-Generational Living Considerations - Designing shared living spaces that adapt to changing needs.

    • Personal Future Planning for Caregivers - Addressing your own aging journey, lifestyle goals, and housing choices.


    What this Consultation Includes:

    • Initial Clarity Conversation – We assess both your current situation and future caregiving goals.

    • Customized Transition & Future Plan – A step-by-step roadmap tailored to your loved one’s and your own evolving needs.

    • Professional Recommendations – Practical solutions and referrals for support services, housing options, and wellness planning.

    • Q&A & Ongoing Guidance – Clarity and confidence to move forward with both present and future decisions. (additional consulting sessions available as needed)

    By planning ahead, you can reduce stress, gain control over future transitions, and ensure the best possible quality of life for both your loved one and yourself. Whether you're facing an immediate transition or preparing for the years ahead, this consultation provides the expert insights and structured strategy you need to move forward with confidence.

    Schedule your Consultation and Planning session today!

  • We collaborate with professionals across multiple industries to streamline the home transition process, ensuring efficient, stress-free, and successful outcomes for all parties involved. Whether preparing a home for sale, managing an estate, or supporting a smooth relocation, our expert guidance and hands-on services empower clients and professionals alike.

    CONSULTATION AND PLANNING for PROFESSIONALS include;

    A structured, expert-guided plan for clients capable of facilitating the tasks on their own or with the support of family.
    Includes:

    • In-depth assessment.

    • Room-by-room recommendations for sorting, packing, decluttering, and storage

    • Actionable plan with referrals for necessary repairs, junk removal, storage, and more.

    Who We Support:

    Our consulting services integrate seamlessly with:
    Real Estate Professionals, Home Stagers & Move Specialists,Executors, Estate Trustees & Auction Companies

    Selling or transitioning a home can be a complex and emotional process. With the right expert guidance and a well-structured plan, you can navigate the transition with confidence and efficiency. Our Home Transition Consulting Services provide personalized consulting, strategic planning, and professional insights to empower individuals, families, and professionals to execute smooth and successful transitions.

    Our Consulting and Planning Services provide:

    • Strategic Planning.
      A step-by-step roadmap tailored to your specific needs and timeline.

    • Property Readiness & Market Appeal. 
      Expert recommendations to maximize home value and attract buyers.

    • Decluttering & Organizational Strategies. 
      Practical solutions for simplifying the process and reducing overwhelm.

    • Estate Transition & Executor Support.
      Guidance on sorting, distributing, and preparing a loved one’s home with care and efficiency.  Recommendations and referrals for sale and auction of a loved ones valued possessions.

    • Navigating Major Life Transitions. 
      Support for seniors, families, and individuals managing downsizing or relocation.

    With a compassionate, results-driven approach, our consulting services equip you with the knowledge, structure, and confidence needed to handle your transition effectively. Whether you’re preparing a home for sale, managing an estate, or planning a move, Home Transition Specialists Inc.™ provides the expertise to guide you every step of the way.

    Home Renovators & Barrier-Free Design Specialists
    Assisting in home modifications for aging in place such as additional dwelling units (ADU’s), secondary dwelling units (SDU’s), granny flats and more.

    Home Care Providers, Senior Housing & Healthcare Professionals
    Assisting healthcare providers and senior housing management in providing solutions for their patients, residents, and healthcare team to live and work in a safe and accessible environment.

    Let’s collaborate to create seamless transitions for your clients!

    Contact us today to learn more about our consulting services.

  • All Consulting and Planning Services include:

    • Initial Clarity Conversation – A personalized discussion to understand your needs and goals

    • Comprehensive Assessment – Evaluating your health, lifestyle, and housing requirements

    • Detailed Recommendations & Referrals – A customized report outlining expert insights and resources

    • Strategic Action Plan – A step-by-step timeline to guide your transition with clarity and confidence

    Fees start at $549 and a (non-refundable) deposit of $200 is required upon booking your in home assessment.

    Contact for more information and to schedule your Initial Discovery Call.

Empowering Aging, Caregiving, and Workplace Wellness Through Education & Training

  • Educational Seminars

  • Interactive Workshops

  • Corporate Presentations

  • Training & Coaching

Home Transition Specialists Inc.™ provide engaging, practical, and impactful learning experiences.
Through our educational seminars, interactive workshops, corporate presentations, and personalized training & coaching programs, we deliver expert guidance, proactive solutions, and essential resources to help
individuals and organizations prepare for the future, support caregivers, and
foster safer, healthier environments for aging in place.

  • Caregiving responsibilities don’t just affect employees at home—they directly impact work performance, mental well-being, and overall productivity. Many employees, particularly those in the “sandwich generation,” are balancing their careers while supporting aging parents, spouses, or other loved ones. The stress of unexpected emergencies, medical decisions, financial concerns, and long-term care planning often leads to burnout, absenteeism, and decreased engagement at work.

    We offer both a corporate presentation and a customized corporate program, allowing organizations to tailor the training to their specific workforce needs, event format, and scheduling preferences. Whether you need a one-time educational session or a comprehensive employee support program, we can structure the content to align with your organization’s goals.

    What this presentation/program covers:

    • The Impact of Caregiving on Employees & Workplace Performance

    • Why a Proactive Aging Plan Reduces Stress & Work Disruptions

    • Home Safety & Risk Prevention: Avoiding Common Crises

    • Navigating Housing & Care Options Before It’s Urgent

    • Reducing Caregiver Burnout: Finding Balance Between Work & Family

    • Community Resources That Can Help

    • Aging & Caregiving Action Plan: What Employees Can Do Now

    CONTACT FOR MORE INFORMATION

    Both, the presentation and the program is designed to help employees proactively plan for aging-related challenges—both for their loved ones and for themselves.

    This presentation/program shifts the approach from reactive crisis management to proactive planning, ensuring employees feel supported, prepared, and empowered—leading to a more engaged and productive workforce.

  • Home Transition Specialists Inc.™ understands the significant challenges that older adults and caregivers commonly face when planning for the future.

    That’s why we developed the Age in Place Success Program: an in person or virtual, group coaching program designed to deliver essential information, resources, guidance, and solutions to tackle these pressing issues head-on and empower individuals to age in place successfully.

    Common Barriers to Successfully Aging in Place:

    1. Overwhelm and Uncertainty - "Where do I start?" This program offers clear, step-by-step guidance on creating a plan for your home and lifestyle that considers your current and future health needs.

    2. Home Safety Concerns - Avoid common hazards that lead to accidents, such as falls, by learning how to make simple but impactful changes

    3. Reactive Decision Making - Most emergencies are preventable with preparation. Our program helps you identify risks and create an emergency plan tailored to your needs.

    4. Caregiver Burnout - Whether you are a caregiver or concerned about those caring for you, balancing everything can often feel overwhelming. This program provides you with essential resources, support, and meaningful conversations to ease your emotional and logistical burdens.

    What you will gain from taking the program:

    • Proactive perspective on aging in place and resources designed to relieve uncertainty and overwhelm.

    • Practical tools for creating an aging in place plan that will suit your current and future needs.

    • Risk Prevention Solutions to create a safer, more comfortable home environment

    • Knowledge and resources to assess and prevent emergencies thereby reducing risks to health and independence.

    • Support and Empowerment through access to personalized support through small group coaching or one-on-one sessions.

    Who will benefit from the Age In Place Success Program?

    • Older adults looking to remain safe and independent in their homes.

    • Caregivers seeking tools and strategies to support their loved ones.

    • Families working together to plan for their future.