Rightsize Without Regret
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Stay, Move, or Unlock Equity: Choose the Right Path for Your Best Next Act (55+)
Lifestyle Longevity Starts Here
Save the Date!
Friday, February 20, 2026
12:00 PM Mountain (11 AM PST/2 PM EST)
Join us for our upcoming
Rightsize Without Regret Workshop.
This live workshop is designed for homeowners 55+ who want to simplify lifestyle, unlock financial freedom, and confidently build their best Next Act (without costly mistakes or sleepless nights).
Comprehensive Strategies
Unlock your home equity without giving up your lifestyle or location
Avoid Common Mistakes
That rapidly drain health, wealth and joy from retirement
Align Your Lifestyle
So your Next Act funds your freedom instead of stress
Think Long Game
Create your best future with actionable plans and insights
What You’ll Learn
Master your Lifestyle Longevity
Rachael's "Rightsize Without Regret" workshop is thoughtfully designed to lead you through critical decisions for extending your physical and financial independence. Here’s a sneak peek of what you’ll learn:
1
Smart Strategies for Rightsizing
Compare strategies to achieve your financial objectives without giving up lifestyle
2
Mistakes Most Retirees Make
How not to drain all your health, wealth, and joy from retirement
3
The Best Choice for You
How to make the best decision whether to stay put, rent, or buy again
4
A Simple Formula for Rightsizing
Defining your Next Act, auditing your home fit, running the numbers, formulating strategic next steps
5
Do It Yourself Plan
Walk away with all the strategy you need to rightsize at the right time
6
Continued Support
Rachael's continued support if you desire a done-for-you plan
Testimonials
Hear From Successful Clients
Our clients share their experiences and success stories after partnering with Rachael to strategize their Next Act. Discover how her services made a positive impact on their physical and financial well-being and empowered them to achieve their goals.
