This Is What Concierge Service Looks Like

When Janet and Dave came to us, they were carrying what so many homeowners in working toward their next chapter carry: years of memories, a home full of belongings, and a very clear picture of what their future needed to look like. We worked alongside them through the decluttering and home organization process, helping them prepare not just the house, but themselves, for the transition ahead. 

We Did Not Stop Until Every Detail Was Right 

Their vision for their next home was specific and non-negotiable, so we committed to the search without pressure or shortcuts, and after two years of patient, dedicated work together, we found it. Once the right home was identified, we sold their current home in just 3 days, and then negotiated an overstay after closing so they could complete projects on their new home before moving day. 

How they found us?

Many of our clients come to us as friends and family. Dave and Janet were referred to us by Polliann Moran, a close personal friend. They had a longstanding relationship with Polly and together we were able to establish trust that we could help them through this major transition with personalized service.

"Right from the first visit Kathleen made us feel comfortable. Everyone did their best to make us feel important. Shoshana, Polly and Kathleen always made us feel like a priority.  Problems were discussed with ease."

-Janet and Dave

Why using a certified Senior Transition Specialist matters: 

As a Senior Transition Specialist, Kathleen supports older adults and their families through the emotional and practical decisions involved in aging, downsizing, and life transitions. She offers:

  • a consultative, person-centered approach that aligns decisions with clients’ financial goals and long-term plans 
  • a focus on more than selling a home, addressing emotional, logistical, and financial concerns 
  • creation of a personalized plans that preserve independence and provide peace of mind

Their home attracted strong buyer interest as a result of our customized marketing strategy, leading to an accepted offer in just three days on the market and a final sale at their full list price.  Click on the listing report below to see how we did it.

Looking to sell soon?

We're here to help! View our process or schedule a time to chat with us.