TLC Senior Relocation
Downsize & Move Managers



Self-Assessment (print and score)

STAY or GO?
 
AGE in PLACE
VERSUS MOVE
 
Mark an "S" for
the reason to Stay.
 
Mark a "G" for
the reason to Go.
 
(A category can be both S and G)
 
Total your Ss and Gs to help you formulate the decision that is right for you.
 
 
 
   
 
Will a move be a "gift" to your family by not worrying about you?
 
Do you have a strong emotional attachment to your home?
 
 
 
 
 
Do you have pets?  Are pets accepted at a prospective home?
 
Can you make adequate provisions for your pets?
 
 
 
 
 
Can you focus on your interests versus a big house/yard, lots of stuff?
 
Are you depressed or grieving?
 
 
 
 
 
Would you enjoy planned activities?
 
Does downsizing seem overwhelming?
 
 
 
 
 
Would you enjoy being transported to various community activities?
 
Realistically, right now, what accessibility or safety modifications are needed to your present home?
 
 
 
 
 
Would you enjoy having meals with others occasionally?  
 Or on a daily basis?
 
What safety modifications do you think might be needed in the future?   Will the resell value of your home be affected?
 
 
 
 
 
Would you enjoy an in-house exercise/recreation center?
 
Are age-in-place modifications affordable? (just a ball-park estimate)
 
 
 
 
 
Would you use/enjoy an in-house computer?
 
Can your maintain your home?
Can you afford to hire maintenance/ upkeep?
 
 
 
 
 
Would you enjoy social interactions with peers?
Learning new hobbies?
 
Can you maintain your yard?
Can you afford landscape services?
 
 
 
 
 
Is it better to move now
versus later?
 
Can you afford electricity and utilities in the future?  Is your home energy efficient?
 
 
 
 
 
Are you overwhelmed with possessions?  Are you storing many possessions of  your children?
 
Can you drive to participate in your church or community activities?
At night?
 
 
 
 
 
If there is a future medical emergency, is it better to move now versus later?
 
Will familiarity and memories offset loneliness?
 
 
 
 
 
Do you feel secure in your home? In your neighborhood?
 
What will you do when all your friends have moved away or are gone?
 
 
 
 
 
Do you have a fire escape plan?
 
Do or will your children worry about your?
 
 
 
 
 
Are you lonely?
 
Will you need to move later in life (a forced move)?
 
 
 
 
 
Are there others your age in your neighborhood?
 
Is leaving "things just as they are" extremely important to you? 
 
 
 
 
 
Will sharing possessions now versus ater be a gift to your family?
 
Who will do the sorting/cleaning out process later?  Will your wishes be honored?
 
 
 
 
 
How do you feel about having a caregiver come to help you?
 
Can you "let go" and "move on"?
 
 
 
 
 
Is it better to move when both spouses can make decisions?
 
Is the thought of change frightening?
 
 
 
 
 
Are you fearful your driver?s license will not be renewed?
How would that affect you?
 
Have you visited some senior housing facilities? Are you aware of recent senior housing options?
 
 
 
 
 
Will it be harder to downsize and  adjust to a move  later?
 
Are you in good health?  Adequate sensory acuity: Vision?  Hearing? Touch?  Thermal Sensitivity  (always cold)?   
 
 
 
 
 
Do you have strength and stamina? Do you wish for an exercise regime?
 
Does a move mean you are losing control of life?
 
 
 
 
 
Do you have a plan if you have a medical emergency?
 
How many steps and stairs do you have in and around your present home?
 
 
 
 
 
Is your neighborhood changing for the better?
 
What is the cost difference of aging-in-place versus alternative arrangements?
 
 
 
 
 
What happens if there is a severe winter storm (no electricity) and relatives cannot travel to help you?
 
Is your medical information available in case of a health emergency?  (Are your medical conditions & meds posted on refrigerator??)
 
 
 
 
 
Do you have long-term care insurance or adequate resources?
 
What happens if you fall and cannot get up?  Do you have a plan?
 
 
 
 
 
How often do you lose your keys?  Other items?
 
Do you wish to be closer to relatives?
(or maybe move away from relatives?)
 
 
 
 
 
Are you looking for a new, lighter lifestyle?
 
Would moving be an opportunity to finally devote some time to YOU?
 
 
 
 
 
Total Ss (Stay)
 
Total Ss (Stay)
 
Total Gs (Go) 
 
Total Gs (GO)
 
 
 
 
 
The most important reason to STAY (age-in-place) is:
 
 
 
 
 
 
The most important reason to MOVE ON is:
 
 
 
 
 
 
 
 
 
 
 
The most important reason NOT to STAY (age-in-place) is: 
 
 
 
 
 
 
 
 
The most important reason NOT to MOVE ON is:
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
This is how I would feel if I choose to STAY:
 
This is how I would feel if choose to  MOVE ON:
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

 

TLC Senior Relocation

 Sue Middleton  303 800 2257
Virginia Middleton 303 464 0821 

Proudly Serving Metro Denver and Colorado 

Member, National Association of Senior Move Managers

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