The Downsizing Decision Workbook

Printable + Fillable

The Downsizing Decision Workbook

Stay, improve, or move — decide on paper, with real numbers.

$4.99Instant digital download
Instant download
14 guided pages
Stay, improve, or move
Real numbers, not guesses

Decide on purpose

Stay, improve, or move — worked out on paper

“Should we move?” is really five smaller questions — why, what it costs to stay, where you'd go, the stuff, and when. This workbook walks them in order, with real numbers instead of 2 a.m. worry.

There's no right answer waiting at the end. Staying, improving, and moving are all wins when they're chosen on purpose — and this is how you choose with confidence instead of inertia.

The honest comparison

What your home really costs — and what moving frees up

Most people are surprised: by the time a house is thirty years old, the mortgage is rarely the biggest number. The workbook pins down your home's true monthly cost and the equity a move would free up — so you're comparing real figures, not a listing agent's optimism.

Statements beat estimates

Five questions, in order

What's inside — why, costs, options, stuff, decision

Why — the real reasons

  • Must-solves vs. nice-to-fixes
  • What's actually driving it
  • Sort the deal-breakers from the wishes

Costs & money math

  • Your home's true monthly cost
  • What staying comfortably would take
  • What moving would free up

The options

  • Up to three real candidates
  • Scored on what matters to you
  • The lifestyle scorecard

The stuff

  • Forty years of belongings, room by room
  • Keep, gift, sell, or donate
  • Made a project, not a feeling

The decision & plan

  • Timing & readiness signals
  • A written decision with a revisit date
  • A first-90-days plan either way

Simple from the start

How it works

1

Download

Buy once and get the file(s) instantly. Nothing ships.

2

Fill it in

Print it or type on a computer or tablet. A weekend, one section at a time.

3

Keep it current

Tell someone you trust where it lives, and refresh it once or twice a year.

Two formats, included

Use it however you like

Printable PDF

Clean and ink-friendly — print it for the kitchen table and work it together.

Fillable PDF

Type directly on a computer or tablet, no extra apps needed.

Good to know

Common questions

Does this tell me whether to downsize?

No — it helps you decide. It walks you through the costs, the options, and the trade-offs so the answer (stay, improve, or move) comes from your own numbers and priorities. It's educational, not financial, tax, or real-estate advice.

What if we decide to stay?

Staying is one of the three wins — and the workbook plans for it, with a stay-and-improve project list and budget. “Stay” decided on purpose, with a revisit date, beats staying by inertia.

Do I have to print it?

No — it's printable and fillable. Print it for the table or type on a computer or tablet. Both are included.

What do I get?

An instant download — US Letter (8.5×11") printable and fillable PDFs. Nothing is shipped.

Is this a downsizing checklist?

It's more than a checklist — it's a decision workbook with a downsizing checklist for seniors (the belongings, the move, the first 90 days) plus a cost comparison and scorecard to decide whether to downsize at all.

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The Retirement Budget Tracker

Pairs with

The Retirement Budget Tracker

See how the move changes the monthly picture — income, spending, and what's left over.

View details →

Your next chapter, organized

Get your Downsizing Decision Workbook today

A few quiet afternoons now — and it's done, off your plate and off your mind.

Buy the Downsizing Decision Workbook — $4.99 →