Step 1

DISCOVER

Schedule your free 30-minute consultation to discuss your transition and goals.

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Step 3

PLAN

Choose the level of support that's right for you.

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Step 4

CONNECT

We provide trusted resources

and referrals tailored to your transition.

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Transition Toolkit

Not sure what needs to happen, but confident you can handle it with the right tools?

GUIDED SELF SERVICE

Perfect if you want to handle your transition yourself but need a clear plan and trusted resources.

INCLUDES:

-Guided transition workbook

-Needs assessment/self-assessment

-Build-your-own timeline

-Budget & expense planner

-Provider comparison worksheet

-Communication planner

-Master checklist

-Relevant service checklists

-Final Transition Roadmap template

$67

Transition Blueprint

Want expert guidance without handing over complete control?

DONE-WITH-YOU-PLANNING

We create a customized plan, research options, and help you make confident, informed decisions.

INCLUDES:

-Initial in depth assessment

-Review of you specific situation

-Identification of priorities and needs

-Personalized Transition Snapshot

-Customized action plan

-Personalized timeline

-Responsibility map

-Budget planning worksheet

-Relevant resources/referral recommendations

-One follow-up review or plan walkthrough

$397

****Includes up to 4 hours of personalized planning support. Additional coordination may be added as needed.

Transition Concierge

Don't have the time or desire to spend your days researching, scheduling and following up with everyone involved?

PLANNING + COORDINATION

We provide ongoing coordination, introductions, and communication so you can focus on what matters most.

INCLUDES:

-Transition assessment

-Personalized plan

-Coordination of up to a defined number of service categories/providers

-Timeline management

-Communication support

-Appointment/service tracking

-One point of contact

-Defined follow-up period

$857

****Includes up to 7 hours of planning and coordination support within the agreed project scope. Additional coordination may be added as needed.

A custom projects quote is required for Complex Transition Concierge Services.

What We Do Not Coordinate

-Utilities

-Contractors/Construction

-Medical Care

-Insurance

-Permits

-Employee Management

-HR/Payroll

-Daily Project Management

-Long Term Vender Management

Business Transition & Relocation

-Business Property Support

-Expanding or Downsizing

-Opening a New Location

-Commercial Relocation

-Office Setup & Cyber Security

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Senior Transition

-Downsizing & Decluttering

-Moving Into Senior Living

-Helping Aging Parents

-Estate Transitions

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Family & Community Resource Center

-Moving & Relocating

-Family Organization

-Life Changes & New Chapters

-Guides & Checklists

-Parenting & Lifestyle

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