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Helping Your Clients Transition Helping Your Clients Transition

Helping Your Clients Transition - PowerPoint Presentation

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Uploaded On 2017-04-14

Helping Your Clients Transition - PPT Presentation

From A Family Home to A Retirement Home wwwharmonizehomescom 9176991262 Welcome Corinne Kaas Harmonizing Homes RESA Pro WWWHarmonizeHomescom CorinneKaasHarmonizeHomescom FacebookTwitterLinkedIn ID: 537262

step harmonizehomes 917 www harmonizehomes step www 917 699 1262 downsizing client clients rid benefits emotional storage items family

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Slide1

Helping Your Clients Transition

From A Family Home to A Retirement Home

www.harmonizehomes.com

917-699-1262Slide2

Welcome!

Corinne KaasHarmonizing HomesRESA ProWWW.HarmonizeHomes.comCorinneKaas@HarmonizeHomes.comFacebook/Twitter/LinkedIn 917-699-1262Slide3

What This Workshop CoversHow we can help your clients transition and/or downsize

The benefits for you and your agencyThe benefits for you clientSlide4

Prevention - Don’t loose the sale due to cold feet

We can help your client with the following:Floor PlansFurniture PlacementWindow TreatmentColor SelectionsSlide5

Let’s Get Started!WE CAN HELP YOUR CLIENTS AT EACH STAGE OF THE MOVE.

www.harmonizehomes.com 917-699-1262Slide6

Step 1Clothes

If their wardrobe has outgrown their closet and dresser, we start by purging enough pieces so that everything will fit. Get rid of unwanted clothing at yard sales or online, or by donating items to charity. Slide7

Step 2Anything in Off-Site Storage

According to the Self Storage Association, there are about 50,000 self-storage facilities in the U.S. That's more than five times the number of Starbucks! Vow to eliminate storage fees by getting rid of enough stuff so that all your possessions fit in your own homeSlide8

Step 3Exercise Equipment

If the exercise bike or treadmill in your bedroom has turned into a permanent clothes rack, donate it to a local thrift store or charitySlide9

Step 4

Kitchen Appliances and GadgetsAsk yourself: "When was the last time I plugged that in?" If it's been more than six months since you've used the waffle iron or bread maker, it's probably time to find that appliance a new home. While you're in the kitchen, eliminate unused culinary gadgets and nonmatching tablewareSlide10

Step 5

Childhood MemorabiliaIf your kids or other family members don't want keepsakes from their own childhood (or yours) now, they're not going to want them when you're gone. Hold on to a few precious, symbolic mementos — those that truly spark memories and joy — and digitize images of the other things.Slide11

Step 6

Consumer Reports advises organizing your important files into four categories: "papers that you need to keep for the calendar year or less; ones that can be destroyed when you no longer own the items they cover; tax records, which you should save for seven years; and papers to keep indefinitely." You can access copies of many documents (e.g., bills, bank statements, user manuals, etc.) via online accounts. Consider storing digitized documents on a Web-based storage service or an external driveSlide12

Step 7

Books, Magazines, DVDsUnless a book has sentimental value or you're going to read it again, put it back into circulation via a yard sale or thrift store so that others can enjoy it. Or donate it to your library, where you can always get free access to books, CDs and DVDs. You can store countless e-books (many are available for free) on an e-reader that's smaller than a single print volume, and you can easily digitize your music and movie collectionsSlide13

Step 8

DecorationsWhile holiday decor has some sentimental value, consider getting rid of the decorations you haven't used in the past five years, particularly bulkier items such as outdoor decorations and holiday tableware you use just once a yearSlide14

Now that we got rid of all the STUFF

We are ready to start on the plans for the new home that your client will be moving into….We will rely on you the realtor to gain access to the home that your client will be purchasing…We take measurements of all the rooms and develop a floor plan.We then visit the clients home to take measurements of all of their existing furniture.Slide15

We provide your client with a rendering of their new space..

RenderingSlide16

Fact:

Why Tell Your Clients about our Services

Managing the emotional stress downsizing a home can be a very difficult time in your life.  The reasons for downsizing a home are many, including financial, health issues, empty nest syndrome, or moving to be nearer family members.  The experience of downsizing a family home can be overwhelming.

Tackling the process of dispersing unneeded personal possessions during downsizing can be a major source of emotional trauma. The best suggestion for managing the emotional stress of downsizing is recognizing what is causing your stress and developing an action plan for handling the downsizing process with minimal added emotional trauma.

www.harmonizehomes.com

917-699-1262Slide17

The benefits to you and your agency

www.harmonizehomes.com

917-699-1262Slide18

The benefits to your client

www.harmonizehomes.com

917-699-1262Slide19
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We can manage it, so you don’t have to.

Painters

CarpetsCleanersElectricians

Project Management ServicesSlide25
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www.harmonizehomes.com 917-699-1262

Referenceshttp://www.aarp.org/money/budgeting-saving/info-2015/downsizing-items-to-ditch-photo.htm