Rightsizing Readiness Quiz

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Name* This field is required.
First Name
Last Name
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Where are you from?
Street Address
Street Address Line 2
City
State
Zip Code
United States
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
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Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
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Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
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Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
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Guadeloupe
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Iran
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Jamaica
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Laos
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Lebanon
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Liberia
Libya
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Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
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Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
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Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
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Uganda
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Vanuatu
Vatican City
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Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
4
What age stage are you in?
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How well does your current home match your physical abilities TODAY?(Think stairs, getting in/out of bath, hauling laundry, yardwork)
Please Select
Please Select
A. Very well, I move around easily and don't have to think about it.
B. Mostly fine, but I notice it's more effort than it used to be.
C. I have to pace myself or avoid certain tasks/areas (e.g., stairs, steep driveway, yard).
D. I already rely on help or avoid parts of my home because they feel unsafe or exhausting.
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How confident are you that you could tolerate this home's physical demands 10 years from now if nothing changes?(Think stairs, getting in/out of bath, hauling laundry, yardwork)
Please Select
Please Select
A. Very confident, I'm strong, active and the home is easy to live in.
B. Somewhat confident, but I can see things getting harder.
C. Not very confident, I suspect this home will be too much for me.
D. I already worried the home may "force a decision" if my health dips even a little.
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How mentally draining is it to manage your current home?(Think scheduling repairs, juggling maintenance, managing paperwork/bills)
Please Select
Please Select
A. Not draining. It's straight-forward and low maintenance.
B. Occasionally stressful, but manageable.
C. Frequently overwhelming, I procrastinate on maintenance/repairs.
D. I feel buried by it. I avoid dealing with things until they are urgent.
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How does your home support your social life and emotional well-being?(Think neighborhood social events, community centers, church community, healthcare support)
Please Select
Please Select
A. I feel connected - friends/family are nearby and it's easy to see people regularly.
B. It's okay; I see people but I have to work at it.
C. I feel more isolated than I'd like because of where I live.
D. I often feel lonely or "stuck" because getting out and seeing people is hard from here.
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Roughly how much of your net worth is tied up in your home?(Think home equity relative to other retirement savings and social security benefits)
Please Select
Please Select
A. Less than 25% of my total retirement
B. About 25 to 50% of my total retirement
C. About 50 to 75% of my total retirement
D. More than 75% of my total retirement
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How often do you worry about your monthly cash flow and future retirement expenses while living in this home?
Please Select
Please Select
A. Rarely or never. I feel very comfortable
B. Occasionally. I keep an eye on things
C. Often. I feel tension between enjoying life now and "being careful".
D. All the time. I feel house rich, but cash anxious.
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If a major expense hit, how flexible would your finances feel in this home?(Think roof, HVAC, health event, helping adult kids/aging parents)
Please Select
Please Select
A. Very flexible. I have multiple options and cushion.
B. Manageable, but it would sting.
C. It would force me to delay or give up other things I care about.
D. I honestly don't know how I'd handle it without major stress.
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Space and Layout: How well does the physical layout of your home fit your life today?(Think size of home, number of floors and rooms, size of yard/lot)
Please Select
Please Select
A. Very well. I/we use most rooms regularly; the size and layout feels easy to manage.
B. It's fine, but there are rooms/areas I/we rarely use.
C. The house feels too big or poorly laid out for how I/we live today.
D. It feels like I'm/we're living in a museum of our past life, not our current one.
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Location: How dependent are you on driving to meet basic needs?(Think groceries, medical visits, social life, church)
Please Select
Please Select
A. I can walk to many essentials or have excellent transit options.
B. I drive for most things, but it's quick and easy.
C. I drive a lot and worry what happens if/when I can't.
D. If I couldn't drive, I'd feel stranded here.
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Maintenance: Which statement best describes your home's ongoing upkeep situation?(Think basic repairs, house projects, major updates/renovation needs)
Please Select
Please Select
A. It's recently updated and easy to maintain.
B. It's okay, but there's a 'punch list' I'm slowly working on.
C. There's a growing list of projects I'm avoiding due to costs, time, or lack of energy.
D. The home feels like it's a ticking time bomb of big repairs (e.g., roof, HVAC, paint, carpet) or major renovation (e.g., outdated kitchen, bathrooms).
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In your gut, which statement feels most true?(Think mindset and emotional state)
Please Select
Please Select
A. I'm genuinely confident that I can age in this home for the long haul.
B. I'm mostly content, but have some nagging doubts that I'll be able to stay put.
C. I'm pretty sure I'll need to move, but I feel stuck.
D. I know this home isn't a good fit for my long game. I'm ready to evaluate options.
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How open are you in principle to Rightsizing?(Whether moving, unlocking equity, or modifying your existing home)
Please Select
Please Select
A. Very open
B. Open if it clearly improves my/our life
C. Unsure/ conflicted
D. I'm open, but my spouse is not
E. Resistant; I/we really don't want to move or change
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If you can imagine making a housing change in the next 3 years, what emotion comes up first?(Think gut feeling)
Please Select
Please Select
A. Relief and excitement!
B. Curious, but usure where to start.
C. Overwhelmed by decisions and logistics.
D. Fear of making a mistake, regretting it, or losing sense of self.
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When do you think you might make a housing change (if at all)?
Please Select
Please Select
A. Within 12 months
B. 1 to 3 years
C. 3 to 7 years
D. I plan to age-in-place as long as humanly possible.
E. I have no idea
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Quiz Score
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Profile
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