Planning is Essential.
Guidance is Golden.
Knowledge is Power.
Proactive is Empowerment.
Home Transition Specialists Inc.™
Consulting & Planning Services
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Aging in place is about more than just staying in your home, it’s about ensuring that your living environment supports your independence, safety, and well-being for years to come. Whether you're looking for simple modifications or a complete transformation of your space, our Age in Place Success Consultation & Planning Session provides the expert guidance, personalized strategies, and actionable steps to make your vision a reality.
What This Consultation Covers:
Comprehensive Home Safety & Accessibility Assessment – Identify potential hazards and receive expert recommendations to enhance safety and mobility.
Organizing & Decluttering Plan – Strategies for optimizing space, reducing clutter, and creating a functional, accessible home environment.
Aging in Place Modifications & Rightsizing Guidance – Tailored solutions for barrier-free design, furniture placement, and home function updates.
Professional Referrals & Project Planning – Access to trusted contractors, home safety experts, and renovation specialists for necessary modifications.
Community Resource Navigation – Connection to local social programs, transportation services, and senior-friendly resources.
Caregiver Support Strategies – Ensure your caregivers have the tools and resources needed for peace of mind
What this Consultation Includes:
Initial Clarity Conversation - An introductory phone conversation to discuss your goals and concerns.
Personalized Consultation & Home Assessment – We evaluate your home, current lifestyle, and future needs.
Customized Aging in Place Plan – A step-by-step strategy outlining recommended modifications, safety improvements, and organization tactics.
Expert Recommendations & Professional Referrals – Connect with reliable contractors, safety specialists, and community resources.
Implementation Roadmap – Guidance on executing your plan at your own pace, with or without hands-on support.
Whether you're planning for immediate changes or taking a proactive approach for the future, this consultation provides a clear, strategic plan to help you stay in your home comfortably, safely, and independently.
Schedule your Age in Place Success Consultation today and start building your blueprint for the future!
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Whether you're downsizing, relocating, or embracing the snowbird lifestyle, a well-structured plan can make the transition smooth and stress-free. Our Consultation provides expert guidance, customized planning, and practical solutions to help you prepare for your next chapter with ease.
What This Consultation Covers:
Personalized Downsizing & Relocation Strategy – Step-by-step guidance to simplify the process of sorting, organizing, and moving.
Space Planning & Organization – Optimize your new living space with customized furniture placement and storage solutions.
Packing & Preparation Support – Practical strategies for organizing belongings and preparing for a move or seasonal travel.
Home Sale & Real Estate Referrals – Assistance in choosing trusted professionals for selling or managing property transitions.
Move-In & Resettlement Planning – Unpacking, right-sizing, and preparing your new or returning home for a seamless experience.
Snowbird Transition Planning – Ensure your home is properly maintained and secure while you’re away for extended stays.
Home Safety & Maintenance Coordination – Recommendations for home security, climate control, and seasonal upkeep.
And more…
What this Consultation Includes:Initial Clarity Conversation – Assess your goals, timeline, and concerns regarding downsizing, relocating, or maintaining a seasonal home.
Customized Transition or Snowbird Plan – A strategic roadmap outlining key steps for moving, securing your home, and preparing for extended stays.
Professional Referrals & Resources – Access to realtors, movers, estate planners, contractors, and home maintenance professionals.
Timeline & Execution Support – Guidance on implementing your plan at your own pace with ongoing expert advice.
Whether you’re moving to a smaller home, transitioning to a retirement community, or spending winters in a vacation home, our consultation ensures every detail is covered, from packing and organizing to home maintenance and resettling.
Schedule your Consultation today and step into your next phase with confidence!
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Caring for a loved one, whether now or in the future, comes with many decisions. Whether you're navigating immediate needs or taking a proactive approach to plan for your loved ones and your own future, having a structured roadmap and expert guidance can bring peace of mind.
Our Consultation and Planning service for Caregivers is a comprehensive, one-time session that provides clarity, strategic planning, and actionable steps to help caregivers confidently manage transitions, prepare for future needs, and create a sustainable care plan for their loved ones and themselves.
What This Consultation Covers:
Home Safety & Accessibility Planning - Identifying current and future modifications for aging in place.
Aging in Place vs. Relocation Planning - Evaluating long-term housing options and transitions.
Community & Resource Navigation - Connecting with essential services and financial support programs.
Downsizing & Organization Strategies - Preparing for future moves or estate planning.
Caregiver Wellness & Resilience - Building a sustainable self-care plan while caregiving.
Health & ADL (Activities of Daily Living) Planning - Ensuring independence and well-being over time.
Multi-Generational Living Considerations - Designing shared living spaces that adapt to changing needs.
Personal Future Planning for Caregivers - Addressing your own aging journey, lifestyle goals, and housing choices.
What this Consultation Includes:Initial Clarity Conversation – We assess both your current situation and future caregiving goals.
Customized Transition & Future Plan – A step-by-step roadmap tailored to your loved one’s and your own evolving needs.
Professional Recommendations – Practical solutions and referrals for support services, housing options, and wellness planning.
Q&A & Ongoing Guidance – Clarity and confidence to move forward with both present and future decisions. (additional consulting sessions available as needed)
By planning ahead, you can reduce stress, gain control over future transitions, and ensure the best possible quality of life for both your loved one and yourself. Whether you're facing an immediate transition or preparing for the years ahead, this consultation provides the expert insights and structured strategy you need to move forward with confidence.
Schedule your Consultation and Planning session today!
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We collaborate with professionals across multiple industries to streamline the home transition process, ensuring efficient, stress-free, and successful outcomes for all parties involved. Whether preparing a home for sale, managing an estate, or supporting a smooth relocation, our expert guidance and hands-on services empower clients and professionals alike.
CONSULTATION AND PLANNING for PROFESSIONALS include;
A structured, expert-guided plan for clients capable of facilitating the tasks on their own or with the support of family.
Includes:In-depth assessment.
Room-by-room recommendations for sorting, packing, decluttering, and storage
Actionable plan with referrals for necessary repairs, junk removal, storage, and more.
Who We Support:
Our consulting services integrate seamlessly with:
Real Estate Professionals, Home Stagers & Move Specialists,Executors, Estate Trustees & Auction CompaniesSelling or transitioning a home can be a complex and emotional process. With the right expert guidance and a well-structured plan, you can navigate the transition with confidence and efficiency. Our Home Transition Consulting Services provide personalized consulting, strategic planning, and professional insights to empower individuals, families, and professionals to execute smooth and successful transitions.
Our Consulting and Planning Services provide:
Strategic Planning.
A step-by-step roadmap tailored to your specific needs and timeline.Property Readiness & Market Appeal.
Expert recommendations to maximize home value and attract buyers.Decluttering & Organizational Strategies.
Practical solutions for simplifying the process and reducing overwhelm.Estate Transition & Executor Support.
Guidance on sorting, distributing, and preparing a loved one’s home with care and efficiency. Recommendations and referrals for sale and auction of a loved ones valued possessions.Navigating Major Life Transitions.
Support for seniors, families, and individuals managing downsizing or relocation.
With a compassionate, results-driven approach, our consulting services equip you with the knowledge, structure, and confidence needed to handle your transition effectively. Whether you’re preparing a home for sale, managing an estate, or planning a move, Home Transition Specialists Inc.™ provides the expertise to guide you every step of the way.
Home Renovators & Barrier-Free Design Specialists
Assisting in home modifications for aging in place such as additional dwelling units (ADU’s), secondary dwelling units (SDU’s), granny flats and more.
Home Care Providers, Senior Housing & Healthcare Professionals
Assisting healthcare providers and senior housing management in providing solutions for their patients, residents, and healthcare team to live and work in a safe and accessible environment.Let’s collaborate to create seamless transitions for your clients!
Contact us today to learn more about our consulting services.
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All Consulting and Planning Services include:
Initial Clarity Conversation – A personalized discussion to understand your needs and goals
Comprehensive Assessment – Evaluating your health, lifestyle, and housing requirements
Detailed Recommendations & Referrals – A customized report outlining expert insights and resources
Strategic Action Plan – A step-by-step timeline to guide your transition with clarity and confidence
Fees start at $549 and a (non-refundable) deposit of $200 is required upon booking your in home assessment.
Contact for more information and to schedule your Initial Discovery Call.
Empowering Aging, Caregiving, and Workplace Wellness Through Education & Training
Educational Seminars
Interactive Workshops
Corporate Presentations
Training & Coaching
Home Transition Specialists Inc.™ provide engaging, practical, and impactful learning experiences.
Through our educational seminars, interactive workshops, corporate presentations, and personalized training & coaching programs, we deliver expert guidance, proactive solutions, and essential resources to help
individuals and organizations prepare for the future, support caregivers, and
foster safer, healthier environments for aging in place.
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Caregiving responsibilities don’t just affect employees at home—they directly impact work performance, mental well-being, and overall productivity. Many employees, particularly those in the “sandwich generation,” are balancing their careers while supporting aging parents, spouses, or other loved ones. The stress of unexpected emergencies, medical decisions, financial concerns, and long-term care planning often leads to burnout, absenteeism, and decreased engagement at work.
We offer both a corporate presentation and a customized corporate program, allowing organizations to tailor the training to their specific workforce needs, event format, and scheduling preferences. Whether you need a one-time educational session or a comprehensive employee support program, we can structure the content to align with your organization’s goals.
What this presentation/program covers:
The Impact of Caregiving on Employees & Workplace Performance
Why a Proactive Aging Plan Reduces Stress & Work Disruptions
Home Safety & Risk Prevention: Avoiding Common Crises
Navigating Housing & Care Options Before It’s Urgent
Reducing Caregiver Burnout: Finding Balance Between Work & Family
Community Resources That Can Help
Aging & Caregiving Action Plan: What Employees Can Do Now
Both, the presentation and the program is designed to help employees proactively plan for aging-related challenges—both for their loved ones and for themselves.
This presentation/program shifts the approach from reactive crisis management to proactive planning, ensuring employees feel supported, prepared, and empowered—leading to a more engaged and productive workforce.
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Home Transition Specialists Inc.™ understands the significant challenges that older adults and caregivers commonly face when planning for the future.
That’s why we developed the Age in Place Success Program: an in person or virtual, group coaching program designed to deliver essential information, resources, guidance, and solutions to tackle these pressing issues head-on and empower individuals to age in place successfully.
Common Barriers to Successfully Aging in Place:
Overwhelm and Uncertainty - "Where do I start?" This program offers clear, step-by-step guidance on creating a plan for your home and lifestyle that considers your current and future health needs.
Home Safety Concerns - Avoid common hazards that lead to accidents, such as falls, by learning how to make simple but impactful changes
Reactive Decision Making - Most emergencies are preventable with preparation. Our program helps you identify risks and create an emergency plan tailored to your needs.
Caregiver Burnout - Whether you are a caregiver or concerned about those caring for you, balancing everything can often feel overwhelming. This program provides you with essential resources, support, and meaningful conversations to ease your emotional and logistical burdens.
What you will gain from taking the program:
Proactive perspective on aging in place and resources designed to relieve uncertainty and overwhelm.
Practical tools for creating an aging in place plan that will suit your current and future needs.
Risk Prevention Solutions to create a safer, more comfortable home environment
Knowledge and resources to assess and prevent emergencies thereby reducing risks to health and independence.
Support and Empowerment through access to personalized support through small group coaching or one-on-one sessions.
Who will benefit from the Age In Place Success Program?
Older adults looking to remain safe and independent in their homes.
Caregivers seeking tools and strategies to support their loved ones.
Families working together to plan for their future.
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Social & Interactive Workshops for Seniors & Caregivers
Created by Senior Safety & Wellness Advisor, Kathy King, these engaging workshops bring fun, connection, and valuable insights to older adults and caregivers. Whether hosted at your event, organization, or tea room, each of our four unique workshops offers interactive activities, meaningful discussions, and practical takeaways. Book one or host a series—let’s inspire, connect, and learn together!
ONE: Tea & Tell - Stories from Your ‘20s
A Nostalgic, Fun-Filled Conversation About the Decades That Shaped Us
Take a trip down memory lane as we sip tea and share stories about life in the ‘50s, ‘60s, ‘70s, ‘80s, and ‘90s! Tea & Tell is a lively, themed chat session designed to spark laughter, reflection, and connection as we reminisce about the moments, music, fashion, and experiences that defined our youth.
What to Expect:
☕ Bring an item from your past – a favorite piece of clothing, a cherished toy, a beloved record, an old photo, or even a classic gadget from your childhood or early adulthood.
📖 Share the story behind your item – Why was it special to you? What memories does it hold? Who were you in that moment of time?
🎶 Engage in nostalgic conversation – Let’s talk about the styles, trends, and cultural moments that made each era unique.
💡 Explore ways to pass on the memories – Learn creative ideas for preserving and sharing your history with loved ones, from organization techniques to crafty memory solutions for heirloom gifting.Why Attend?
✅ Reconnect with your past and celebrate the experiences that shaped you.
✅ Meet like-minded individuals and enjoy a warm, social atmosphere.
✅ Gain inspiration for preserving and passing down meaningful keepsakes to future generations.Whether you're reliving your first concert, reminiscing about old-school fashion, or sharing childhood joys, this session is all about storytelling, laughter, and celebrating the richness of our lives.
TWO: Hats & Handbags - Fashion, Fun, and Unpacking Stress
Wear Your Hats, Bring Your Handbags – Let’s Have Fun While Managing Stress!
We all wear many hats in life—caregiver, professional, parent, spouse, friend—each representing the roles and responsibilities we juggle every day. And just like our handbags, we carry stress, emotions, and obligations with us everywhere we go.
Join us for a fun and interactive session where we explore the hats we wear and the handbags we carry—both literally and figuratively. Bring your favorite hat, handbag, or accessory, and share the stories behind them—what events they’ve seen, what they’ve meant to you, and how they reflect different parts of your life.
We’ll also discuss:
👒 Letting Go – How to release physical and emotional baggage that no longer serves us
👜 Repurposing & Reframing – Finding new ways to use cherished pieces or memories
🎭 Stress Management Tools – Practical strategies to balance responsibilities and lighten the loadCome ready to laugh, share, and gain new perspectives on managing stress while honoring the journey that each hat and handbag represents. Wear your hats, bring your handbags, and let’s unpack stress together!
THREE: Puzzle Party - Fun, Games & Brain Boosting Strategies!
🧩 Engage Your Mind | Have Fun | Win Prizes 🎉
Get ready for a laughter-filled, interactive workshop designed to challenge your mind, spark creativity, and keep your brain sharp and active! Puzzle Party is not just about solving puzzles—it’s about having fun, making connections, and learning practical ways to maintain brain health at any age.
What to Expect:
🧠 Light Brain Games & Challenges – Enjoy engaging activities like Trivia with a Twist, 20 Questions, Word Search Bingo, Riddles, and more!
🏆 Fun & Friendly Competition – Participate in mini-challenges for a chance to win exciting prizes!
🍎 Brain-Boosting Tips – Learn about brain food, mental exercises, and healthy habits to support long-term cognitive function.
📚 Tools & Resources – Discover simple techniques and daily activities to keep your memory sharp and your mind agile.Why Join the Puzzle Party?
✔ Stimulate Your Brain – Keep your mind active and engaged with fun, thought-provoking games.
✔ Laugh & Connect – Enjoy a relaxed, social atmosphere where fun and laughter are guaranteed!
✔ Learn & Take Action – Gain easy-to-implement brain health tips that you can use every day.This isn’t just a workshop—it’s a brain-boosting celebration! Whether you're a game enthusiast or just looking for a fun way to stay mentally sharp, Puzzle Party is the perfect way to exercise your mind while having a great time.
📩 Schedule a workshop and let’s put those brain cells to work—while having a blast! 🧩🎉
FOUR: Joyful & Safe Spaces - Empowering Older Adults at Home
Stay Cozy, Stay Active, Stay Safe! ❄️🏡
Winter is the perfect time to curl up with a good book, explore new hobbies, or enjoy a cup of tea and classic movies—but spending more time indoors also comes with challenges. Clutter, limited movement, and feelings of isolation can sneak up on us, making the season feel longer than it should.
Join us for a fun and interactive workshop where we’ll explore creative ways to keep your home joyful, safe, and functional all winter long!
What to Expect:
🛋 Declutter & Organize – Make your space more functional, safe, and cozy while reducing fall risks.
🏋️ Move More at Home – Learn simple ways to stay active, mobile, and strong without stepping outside.
🎨 Personalize Your Space – Refresh your home to make it a reflection of YOU while keeping safety in mind.
💡 Winter Wellness Tips – Stay connected, engaged, and mentally active during the colder months.Why Join?
✔ Enhance Your Comfort & Safety – Create a space that supports your health and happiness.
✔ Discover Simple Home Hacks – Use everyday items to stay active and organized.
✔ Make Winter More Enjoyable – Find new ways to beat the winter blues and feel energized.Let’s clear the clutter, boost mobility, and transform your home into a space that supports both joy and independence.
📩 Schedule a workshop and embrace a winter full of warmth, movement, and positivity! ❄️🏡✨