Where Would I Go if I Did Move?
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What Are Kim's Senior Living Options?
Kim, entering her golden years, faced the challenge of her suburban home feeling too large and burdensome. When her city grew, the choices became foggy and quite blurry. With the help of a Real Estate Planner, Kim learned the different living options near her.
Independent Living:
Intrigued by vibrant communities, organized events, and maintenance-free residences, Kim explored independent living options. She was enthralled by the camaraderie and shared experiences. Kim considered the appeal of an active lifestyle within such communities.
Assisted Living:
Recognizing the need for support, Kim ventured into assisted living, drawn to its warm atmosphere and assistance with daily tasks. Imagining a place where she could maintain independence with a helping hand when necessary became a compelling vision for Kim.
Memory Care:
Though not currently needing specialized care, Kim explored memory care facilities, appreciating their structured and secure environments for potential future needs. The foresight in considering communities that cater to evolving requirements appealed to Kim's sense of long-term planning.
Continuing Care Retirement Community (CCRC):
Intrigued by the concept of aging in place, Kim delved into CCRCs, valuing the assurance of increasing care as needed. Forming lasting connections with fellow residents and the convenience of multiple care levels within the same community added to the appeal.
55+ Communities:
Considering tailored neighborhoods for active adults, Kim embraced the idea of amenities like clubhouses and fitness centers within close reach. The prospect of a perfect blend of independence and community resonated with her aspirations.
"A Real Estate Plan begins with a Simple Strategy Session to Discuss Your family's Goals"
Home Health Care:
Contemplating the familiarity of her own home, Kim explored the concept of receiving care while staying in her cherished surroundings. Adapting her residence to accommodate changing needs became a potential solution that appealed to Kim.
Accessory Dwelling Units (ADUs):
Exploring ADUs on her property for potential caregivers or family members, Kim saw the option as flexible yet maintaining a connection to her home.
Kim's Journey
In the end, Kim's journey became a personalized exploration of various senior living options, with each option representing a unique chapter in her evolving story. With careful consideration and the assistance of her Real Estate Planner, Financial Advisor, CPA and Attorney, Kim embarked on a new adventure, ready to embrace the possibilities that awaited her in this next stage of life.
Collaboration with Financial Advisors, CPAs and Trust Attorneys
We work with your team of trusted advisors to ensure the plan you decide on meets all aspects of your financial and real estate goals.
Start a Real Estate Plan
Unfortunately, often families wait too long to determine the best options for their loved one. Sometimes a physical or health related event forces families into making rushed decisions, with limited information, while dealing with the needs of the loved one. This is a Reactive Approach to the
Most people find it easier to plan well in advance, and many find making a move much easier prior to any health or physical concerns clouding the process. This is taking a Proactive Approach! Fortunately, we can help families reduce or eliminate the stress by creating a Real Estate Plan.
Would you like to take a Proactive Approach?
Is Your Home No longer working for You?
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Where Would I Go if I Did Move?
What Can I Do to Build a Family Legacy?
What Do I Do With All My Stuff?
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Why Trust Circle Partners?
Do you already know a Real Estate Agent? The answer for most people is Yes. Often there is a family member or close friend who has a real estate license, or even someone you have used in the past.
What we often see is people focusing on the current need to buy or sell their home, and missing out on how the purchase or sale fits into their long-term real estate goals and reacting later in life.
As a Keller Williams (KW) Real Estate planner, our approach to real estate is a bit different. While a Real Estate Agent will focus on the finishing the current transaction a Real Estate Planner helps ensure your current purchase or sale and future decisions you make throughout your lifetime help to achieve your long-term real estate goals.
You will be amazed how a conversation with a KW Certified Real Estate Planner can effect your ability to Build, Protect and Transfer Wealth through real estate.
Office:
16201 90th St NE, Suite #100
Otsego, MN 55330
Call
763.340.2002
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Site:
www.CirclePartnersMN.com
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