The Compass Path
You will always know what happens next
Uncertainty is the hardest part of a senior transition. These are the six steps I walk with every family, from the first phone call through settling in.
Six steps
Listen. Evaluate. Plan. Prepare. Sell. Settle.
The Compass Path is the same six steps for every family I serve. You will always know which step you are on and what comes next. While your family's senior-placement professional guides the care decision, I keep the home timeline moving in step with it.
One family. One guide. One plan.
- 1
Listen
I begin with a conversation, not a sales call. Family priorities, timing, and concerns come first. You do not need to have anything figured out before I hear it.
- 2
Evaluate
I prepare a free home-value evaluation and equity picture, then walk the family through the practical options: sell, retain, rent, or wait.
- 3
Plan
Scope, budget, roles, and a transition calendar go in writing, so every sibling and every professional is working from the same page.
- 4
Prepare
Sorting, clean-out, donations, estate sale, repairs, staging, and the move itself are coordinated around one timeline.
- 5
Sell
Three-phase Compass marketing, negotiation, inspections, appraisal, and closing, managed start to finish and timed with the move.
- 6
Settle
After closing I confirm vendors are paid, documents are in hand, and post-close needs are covered. Settling well is part of the transition, not an afterthought.
Typical timeline
How the six steps usually unfold
Every family is different, and sometimes there is very little time. When there is time to plan, this rhythm consistently produces calmer moves and stronger home sales.
Months 6 to 12 before
Listen and Evaluate: the first conversation, the home's value, and the family's timeline
Months 3 to 6 before
Plan and early Prepare: a written plan, decluttering begins, trusted professionals engaged
Months 1 to 3 before
Prepare and Sell: repairs, staging, estate sale or donation pickup, listing launch
Move month
Sell and Settle: move day coordinated, offers managed, the family settled in
After the move
Settle: closing, proceeds wrapped up, and ongoing check ins
Ready to take the first step together?
Start with a complimentary, no pressure conversation. Eric personally reviews every inquiry and will generally respond within one business day.
Your information is private. I do not sell your personal information.