Rachel Hemmingson
Home Transition Guidance LLC
Facilitating age-related and life‑event choices
Overview of Services
For Industry Partners & Referral Sources
For any of us helping clients manage finances and the value of their property, the onset of older years requires an adjusted mindset. Partnering with Financial Advisors I know the basics – less risk, greater liquidity, enter retirement with minimal debt if possible.
Divorce is more complex.
Estate planning and the application of Elder Law services may be confronting for clients — especially those coming in late to the game, perhaps recently widowed. Or facing a life-altering diagnosis.
Incorporating the home value is important…
What may be more important is an integrated approach to the home, that considers:
- The physical/health-related viability of staying there – now or for how long?
- The social support viability of staying there – now or for how long?
- The financial impact of staying there on fixed income
- The possibility of needing to move to supportive housing and those costs
- The potential of averting senior housing costs by renovating for accessibility
I offer my partnership in the care of your clients.
These are all issues I address regularly – in partnership. I often come into service of clients via real estate questions, and then refer them to attorneys, financial advisors and other professionals.
I am available to provide your clients with an assessment and a process for exploring what they want to and/or consider regarding age-related home choices.
Let’s talk!
Let’s discuss working together. Call me – or book a 20-minute conversation on my calendar
THANK YOU –I LOOK FORWARD TO SPEAKING TOGETHER.