Senior Downsize or Relocation
Other Services:
How do you know when its time? And what are your options?
Please take a moment to watch our Ann Story Example to showcase the problems we see people face on a daily basis. It is our mission to offer solutions to these problems and compassionately guide our clients on the best path forward to help you Build, Protect & Transfer your wealth.
Ann Story Part 1
Part 2 & 3 Located Here
When a loved one’s home doesn’t work well for them anymore, we start to look for options. It could be due to a health incident, physical or mental challenges or it could be due to a loss of a lifelong partner. This season of life is the most stressful and unknown to all involved. Where do we go? What are the options? How much does it cost? How do I get there?
For the years now, The St John Group has been serving our Kupuna and their families in transition to a safer, more manageable environment. Our mission is to help people safely transition to a more comfortable and appropriate homes with ease. It starts with first identifying the best location for the older adult and making sure they will be comfortable in their new home. Once we identify the location and room, we go in and measure the interior space so we can start the floor plan process with our interior designer/stager. With a measured grid, we can now plan how we want to position the large furniture and all other personal items knowing where the outlets and switches are located. This process has multiple benefits. One is to make the transition smooth, easy, and stress-free. Two, it’s a psychological and emotional process that enhances the journey and allows the older adult to release the hold of their lifetime of treasures. Three, it allows the older adult to have the clarity of a proven process that thousands have appreciated. Finally, once the older adult accepts, understands, and embraces the process, they move forward toward their goal with our support.
Once the owner has moved and has everything they need, we go back into the home and remove all unwanted items to start the process of preparing the property for sale. If the owner wishes to have items on the property repaired or cleaned, we have our vendors provide written estimates that the owner can approve based on a clear scope of work. Once approved, our Listing Team manages the process to ensure that the work is completed as specified in the written estimate. Upon final walk-through and approval from the owner, only then do we suggest final payment to the vendor. Repair work financing can be available if needed. Our goal is to protect the owner with our trusted, proven, and insured vendors. Once the home is ready for sale our listing team coordinates the staging, photography, and marketing.
Our proprietary marketing system is proven to attract multiple offers and even over asking prices in all markets.
If you’d like to learn more about how we help families transition smoothly, contact us and we can discuss your specific situation and the solutions that are available to you and your family.
Senior Living Options
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Aging In Place at Home
Depending on your needs, the cost of home care can vary significantly. Options include family taking care of family, which may come at no monetary cost but can strain family dynamics, or professional care which can range from $3,000 to $20,000 a month. It’s crucial to assess your resources and determine how long they will last.
Do you have long-term care insurance to cover these costs? If not, we recommend exploring available options and evaluating how social security or pension income might contribute. While Medicaid and Medicare can provide temporary support, they are often insufficient for long-term care.
Let’s work together to develop a sustainable, long-term solution tailored to your situation, ensuring your care needs are met without undue financial or emotional strain on you and your family.
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Downsizing to a smaller House/ Townhouse/ Condo
How do you know when it’s the right time to move? Are you finding it harder to keep up with maintaining your home or yard? Is cooking and cleaning becoming more of a chore than it used to be? Does your home have too many steps, making it difficult to move around comfortably? Are you living alone and starting to feel concerned about your safety or security?
Most importantly, would you prefer to make your own decisions about when and where your next move will be, rather than waiting until the choice is made for you? If these questions resonate, it might be time to explore your options, including downsizing.
We do this through our bulletproof 1031 exchange strategy to ensure you’re taken care of and, if you so desire, blessing someone else in your family through the process as well. See our video below about Anne and her family dynamics to learn more.
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ARCH (Adult Residential Care Homes)
Adult Residential Care Homes (ARCH) offer a unique opportunity for individuals who need daily support while enjoying a comfortable, community-oriented setting. These homes provide a higher level of care than independent living, with services such as meal preparation, personal assistance, and medication management tailored to each resident's needs.
Choosing an ARCH is not just about meeting care requirements—it’s about ensuring a dignified and fulfilling lifestyle. These homes can provide peace of mind for families, knowing their loved ones are in a safe and supportive environment with compassionate caregivers.
Costs for ARCH can vary widely based on the level of care and amenities provided, making it essential to understand how your financial resources align with your care needs. Whether you’re planning for yourself or helping a loved one, we’re here to guide you through the options and find the best fit.
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Retirement Communities
Retirement communities offer an ideal solution for individuals seeking a vibrant lifestyle with access to supportive services. These communities cater to varying levels of independence and care, ranging from active independent living to more comprehensive options like continuing care retirement communities (CCRCs). Many provide amenities such as fitness centers, social clubs, and dining services, promoting a fulfilling and social environment. They also prioritize safety and security, with staff available to assist residents as needed and measures in place to ensure peace of mind.
Costs can vary widely depending on the type of care and amenities, with independent living typically ranging from $3,000 to $6,000 per month and assisted living or CCRCs costing between $5,000 and $15,000 or more monthly. It is essential to evaluate financial resources, including savings, pensions, long-term care insurance, and social security, to make a sustainable choice. Whether the goal is maximum independence or comprehensive care, retirement communities provide an opportunity to thrive in a supportive and enriching environment. Let’s explore the best options tailored to your needs and goals, ensuring a smooth and confident transition.
