Ready, Not Rushed - Planning for Life's Next Chapter Panel Discussion
Mon, Sep 21
|Wells Residence
What should I have in place with my estate? How do I think through the finances - can I really afford to sell, move, travel, etc.? What are the tax implications of selling or buying my home or investment properties? How do I finance my next place?
Time & Location
Sep 21, 2026, 6:00 PM – 8:00 PM
Wells Residence, 1385 Smith Way, Bellingham, WA 98226
About the event
Join me for a FREE informal and informative evening designed to get your plan started or refined.
I work with people in all stages of home ownership, from first-time home byers to estate property sales. Where I feel like there's a gap, or underestimated consideration, is what it takes to properly serve those of us in our downsizing season - whatever that means to you and for whatever reason you want to downsize.
Maybe.....
the kids are gone or almost gone.
you’re ready for more travel and less home maintenance.
retirement is 3, 5, 7, 12 years out and you are dreaming of where you will go and what you can afford.