Free fillable worksheets, checklists, and planners to guide your move — one calm step at a time.
Everything you need to plan a downsize without the overwhelm — the same tools from The Complete Guide to Downsizing, Moving & Living Well, free to download and use. No jargon, no pressure, no assumptions about your budget.
Enter your details and both files are yours instantly — and emailed to you.
Download below — I’ve also emailed you a copy so you always have it.
↓ Worksheets & checklists (PDF) ↓ Fillable planner (spreadsheet)A print-and-fill PDF of every worksheet and checklist from the book — the master downsizing checklist, the 30-day declutter log, the repair and staging planners, the agent-interview script, and more — plus a fillable spreadsheet with a moving timeline, a net-proceeds planner, and a next-home comparison sheet.
Yes, completely free. Enter your first name and email and both files are sent to your inbox instantly — and you can download them right on the page.
No. The tools stand on their own. They also pair with the book chapter by chapter if you have it.
Absolutely. The worksheets and planner work for any Canadian homeowner; the downsizing process is the same wherever you are. If you are local to Metro Vancouver or the Tri-Cities, reach out any time.
When you're ready to talk timing, what your home is worth, or a plan to get there, reach out — honest, no-pressure guidance from a local REALTOR®.